Filed November 22, 2022
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS LLC Service code 49 · EIN 34-1542819 | Other Services | $25,768 |
ACTUARIAL BENEFITS CORP3+ years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 49 · EIN 20-1054428 | Other Services | $12,424 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127920 | Contract Administrator | $9,953 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN NATIONAL CORPORATIONS Service code 13 · EIN 35-1140070 | Contract Administrator | $210 |
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 | $60,801 | $57,976+4.9% | $63,018-3.5% | $62,293-2.4% |
| Participation rate | 98.3% | 75.9%+22.4pp | 74.8%+23.5pp | 69.5%+28.8pp |
| Annual return | 17.66% | 17.54%+0.1pp | 87.62%-70.0pp | 28.90%-11.2pp |
| Employer contribution / active EE | $4,348 | $2,415+80.1% | $2,761+57.5% | $2,042+112.9% |
| Participant deferral / active EE | $6,797 | $2,956+130.0% | $3,330+104.1% | $3,169+114.5% |
| Admin fee / account holder | $37 | $276-86.7% | $3,601-99.0% | $479-92.3% |