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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,550 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $5,442 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $75,923 | $33,067+129.6% | $76,523-0.8% | $56,287+34.9% |
| Participation rate | 55.6% | 55.4%+0.2pp | 68.0%-12.4pp | 69.9%-14.3pp |
| Annual return | -4.18% | 2.72%-6.9pp | -0.27%-3.9pp | -9.96%+5.8pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,647-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,388 | $2,240-38.0% | $3,835-63.8% | $3,350-58.6% |
| Admin fee / account holder | $251 | $537-53.3% | $4,848-94.8% | $521-51.9% |