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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 94-1347393 | Bank Trustee | $58,012 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,998 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,759 | $50,498-25.2% | $75,784-50.2% | $55,191-31.6% |
| Participation rate | 99.8% | 69.4%+30.3pp | 75.8%+24.0pp | 69.2%+30.6pp |
| Annual return | 0.13% | 1.80%-1.7pp | 9.68%-9.6pp | 10.78%-10.7pp |
| Employer contribution / active EE | $3,584 | $2,291+56.5% | $3,323+7.9% | $1,899+88.8% |
| Participant deferral / active EE | $3,957 | $2,589+52.8% | $3,652+8.4% | $3,046+29.9% |
| Admin fee / account holder | $121 | $123-1.9% | $5,300-97.7% | $91+33.0% |