Filed September 14, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,111 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO CLEARING SERVCIES LLC Service code 27 | Advisory (Plan) | $23,625 |
MAXUS PLAN SOLUTIONS9+ years Filed as: MAXUS PLAN SOLUTIONS, INC Service code 13 · EIN 45-4012897 | Contract Administrator | $7,004 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,238 | $55,470-56.3% | $155,556-84.4% | $74,478-67.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 23.65% | 269.80%-246.2pp | 64.84%-41.2pp | 1370.56%-1346.9pp |
| Employer contribution / active EE | $1,743 | $2,267-23.1% | $4,675-62.7% | $2,626-33.6% |
| Participant deferral / active EE | $2,679 | $2,838-5.6% | $5,631-52.4% | $4,350-38.4% |
| Admin fee / account holder | $177 | $1,744-89.9% | $15,885-98.9% | $1,946-90.9% |