Filed September 14, 2018
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50,921 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO CLEARING SERVCIES LLC Service code 27 | Advisory (Plan) | $22,043 |
MAXUS PLAN SOLUTIONS7+ years Filed as: MAXUS PLAN SOLUTIONS, INC Service code 13 · EIN 45-4012897 | Contract Administrator | $8,278 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,707 | $65,125-37.5% | $143,797-71.7% | $66,949-39.2% |
| Participation rate | 88.5% | 65.2%+23.3pp | 80.3%+8.1pp | 69.8%+18.6pp |
| Annual return | -12.75% | -11.13%-1.6pp | -0.04%-12.7pp | 1.57%-14.3pp |
| Employer contribution / active EE | $1,493 | $2,362-36.8% | $4,952-69.9% | $2,545-41.4% |
| Participant deferral / active EE | $3,085 | $2,920+5.6% | $5,638-45.3% | $4,239-27.2% |
| Admin fee / account holder | $749 | $503+49.1% | $14,679-94.9% | $594+26.2% |