Filed January 28, 2020
Total covered: 30 employees
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 16 · EIN 34-1542819 | Consulting | $155,178 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $90,799 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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 | $69,952 | $46,173+51.5% | $170,439-59.0% | $69,631+0.5% |
| Participation rate | 96.5% | 63.9%+32.6pp | 83.6%+12.9pp | 70.7%+25.8pp |
| Annual return | 15.13% | 21.62%-6.5pp | 205.94%-190.8pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $1,275 | $1,610-20.8% | $5,433-76.5% | $2,032-37.2% |
| Participant deferral / active EE | $3,834 | $2,080+84.3% | $4,939-22.4% | $3,224+18.9% |
| Admin fee / account holder | $298 | $116+156.7% | $13,881-97.9% | $110+169.6% |