Filed October 11, 2021
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $337,361 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $41,375 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $40,185 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,706 | $91,746+81.7% | $146,665+13.7% | $93,030+79.2% |
| Participation rate | 96.2% | 80.9%+15.3pp | 80.1%+16.1pp | 73.9%+22.3pp |
| Annual return | 15.21% | 18.28%-3.1pp | 22.74%-7.5pp | 158.70%-143.5pp |
| Employer contribution / active EE | $4,843 | $2,815+72.0% | $4,136+17.1% | $2,706+79.0% |
| Participant deferral / active EE | $7,001 | $4,589+52.6% | $5,506+27.2% | $4,562+53.5% |
| Admin fee / account holder | $125 | $101+23.3% | $10,280-98.8% | $152-17.8% |