Filed January 28, 2020
Total covered: 30 employees
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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,557 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 16 · EIN 34-1542819 | Consulting | $52,485 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $64,473 | $36,916+74.6% | $156,551-58.8% | $57,658+11.8% |
| Participation rate | 94.6% | 63.4%+31.2pp | 84.0%+10.6pp | 70.2%+24.4pp |
| Annual return | 5.90% | 12.38%-6.5pp | 32.23%-26.3pp | 5.13%+0.8pp |
| Employer contribution / active EE | $773 | $1,571-50.8% | $5,501-85.9% | $1,974-60.8% |
| Participant deferral / active EE | $2,595 | $1,926+34.8% | $4,871-46.7% | $3,061-15.2% |
| Admin fee / account holder | $210 | $82+154.0% | $13,028-98.4% | $95+121.7% |