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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $84,762 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,377 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,962 | $66,459-14.3% | $81,353-30.0% | $77,736-26.7% |
| Participation rate | 95.7% | 68.7%+27.0pp | 69.5%+26.1pp | 70.6%+25.1pp |
| Annual return | 21.10% | 15.95%+5.1pp | 24.82%-3.7pp | 31.26%-10.2pp |
| Employer contribution / active EE | $1,728 | $2,156-19.9% | $2,464-29.9% | $2,728-36.7% |
| Participant deferral / active EE | $3,263 | $3,674-11.2% | $3,885-16.0% | $4,651-29.8% |
| Admin fee / account holder | $37 | $585-93.8% | $5,766-99.4% | $433-91.6% |