Filed October 11, 2021
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $330,454 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $38,339 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $35,812 |
CARON & BLETZER, PLLC3 years Service code 10 · EIN 04-3499945 | Accounting | $6,050 |
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 | $150,774 | $82,783+82.1% | $133,982+12.5% | $90,274+67.0% |
| Participation rate | 95.6% | 81.3%+14.3pp | 79.8%+15.8pp | 73.4%+22.2pp |
| Annual return | 17.44% | 21.89%-4.5pp | 45.10%-27.7pp | 53.97%-36.5pp |
| Employer contribution / active EE | $4,662 | $2,388+95.2% | $3,919+18.9% | $2,523+84.7% |
| Participant deferral / active EE | $6,767 | $4,291+57.7% | $5,047+34.1% | $4,231+60.0% |
| Admin fee / account holder | $130 | $93+40.4% | $8,930-98.5% | $114+14.3% |