Filed September 14, 2018
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,450 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVCIES LLC Service code 27 | Advisory (Plan) | $16,976 |
MAXUS PLAN SOLUTIONS4+ years Filed as: MAXUS PLAN SOLUTIONS, INC Service code 13 · EIN 45-4012897 | Contract Administrator | $6,254 |
WELLS FARGO BANK, N.A.2 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,688 | $62,928-60.8% | $172,753-85.7% | $67,582-63.5% |
| Participation rate | 94.0% | 64.5%+29.6pp | 82.6%+11.4pp | 71.3%+22.8pp |
| Annual return | 2.42% | 30.36%-27.9pp | 803.00%-800.6pp | 378.57%-376.2pp |
| Employer contribution / active EE | $814 | $1,636-50.3% | $5,144-84.2% | $2,148-62.1% |
| Participant deferral / active EE | $1,265 | $2,145-41.0% | $5,198-75.7% | $3,539-64.3% |
| Admin fee / account holder | $177 | $167+6.5% | $13,956-98.7% | $142+24.7% |