Filed October 11, 2021
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $246,380 |
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $32,440 |
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $29,719 |
CARON & BLETZER, PLLC6 years Service code 10 · EIN 04-3499945 | Accounting | $16,580 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,217 | $85,144+74.1% | $130,070+14.0% | $80,187+84.8% |
| Participation rate | 94.5% | 79.5%+15.0pp | 78.5%+16.0pp | 72.9%+21.6pp |
| Annual return | 18.25% | 23.78%-5.5pp | -137.40%+155.7pp | 40.40%-22.1pp |
| Employer contribution / active EE | $5,634 | $3,059+84.2% | $4,322+30.3% | $2,980+89.1% |
| Participant deferral / active EE | $7,655 | $4,992+53.3% | $5,821+31.5% | $5,016+52.6% |
| Admin fee / account holder | $153 | $392-61.0% | $10,600-98.6% | $145+5.5% |