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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,167 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $8,426 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,914 | $57,921-65.6% | $84,753-76.5% | $57,658-65.5% |
| Participation rate | 26.5% | 72.9%-46.4pp | 76.6%-50.0pp | 70.2%-43.7pp |
| Annual return | 15.63% | 10.24%+5.4pp | 22.78%-7.2pp | 5.13%+10.5pp |
| Employer contribution / active EE | $805 | $2,598-69.0% | $3,574-77.5% | $1,974-59.2% |
| Participant deferral / active EE | $1,317 | $2,742-52.0% | $3,712-64.5% | $3,061-57.0% |
| Admin fee / account holder | $212 | $130+63.7% | $5,333-96.0% | $95+124.5% |