Filed September 14, 2018
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $55,469 |
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO CLEARING SERVCIES LLC Service code 27 | Advisory (Plan) | $25,134 |
MAXUS PLAN SOLUTIONS10+ years Filed as: MAXUS PLAN SOLUTIONS, INC Service code 13 · EIN 45-4012897 | Contract Administrator | $8,749 |
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,673 | $46,464-46.9% | $150,298-83.6% | $79,634-69.0% |
| Participation rate | 100.0% | 57.0%+43.0pp | 77.8%+22.2pp | 62.5%+37.5pp |
| Annual return | 10.41% | 27.89%-17.5pp | 62.79%-52.4pp | 36.46%-26.1pp |
| Employer contribution / active EE | $1,256 | $1,512-16.9% | $4,154-69.8% | $2,529-50.4% |
| Participant deferral / active EE | $1,746 | $2,157-19.1% | $5,453-68.0% | $3,835-54.5% |
| Admin fee / account holder | $162 | $891-81.8% | $14,116-98.9% | $1,002-83.8% |