Filed October 11, 2021
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $377,352 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $45,118 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $40,888 |
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 | $117,833 | $67,228+75.3% | $117,8610% | $77,958+51.1% |
| Participation rate | 94.5% | 79.4%+15.1pp | 79.7%+14.8pp | 71.6%+22.9pp |
| Annual return | 15.92% | 19.13%-3.2pp | 335.11%-319.2pp | 20.87%-4.9pp |
| Employer contribution / active EE | $4,205 | $2,211+90.2% | $3,786+11.1% | $2,310+82.0% |
| Participant deferral / active EE | $5,904 | $3,653+61.6% | $4,482+31.7% | $3,537+66.9% |
| Admin fee / account holder | $181 | $76+138.3% | $8,021-97.7% | $97+85.5% |