Filed November 22, 2022
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS LLC Service code 49 · EIN 34-1542819 | Other Services | $17,603 |
ACTUARIAL BENEFITS CORP1+ years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 49 · EIN 20-1054428 | Other Services | $8,238 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127920 | Contract Administrator | $3,638 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $275 |
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 | $43,527 | $51,769-15.9% | $57,349-24.1% | $52,331-16.8% |
| Participation rate | 99.5% | 75.2%+24.3pp | 75.1%+24.5pp | 68.1%+31.4pp |
| Annual return | -0.57% | 2.43%-3.0pp | 24.40%-25.0pp | 4.54%-5.1pp |
| Employer contribution / active EE | $3,758 | $2,335+60.9% | $2,689+39.8% | $1,882+99.7% |
| Participant deferral / active EE | $5,429 | $2,794+94.3% | $3,162+71.7% | $3,022+79.6% |
| Admin fee / account holder | $15 | $295-94.9% | $3,356-99.5% | $592-97.4% |