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 | $36,002-31.5% | $161,489-84.7% | $64,728-61.9% |
| Participation rate | 100.0% | 57.4%+42.6pp | 78.7%+21.3pp | 57.9%+42.1pp |
| Annual return | 10.41% | 33.93%-23.5pp | 89.72%-79.3pp | 49.38%-39.0pp |
| Employer contribution / active EE | $1,256 | $1,380-9.0% | $4,268-70.6% | $2,243-44.0% |
| Participant deferral / active EE | $1,746 | $1,815-3.8% | $5,630-69.0% | $2,729-36.0% |
| Admin fee / account holder | $162 | $931-82.6% | $16,006-99.0% | $1,145-85.9% |