Filed January 19, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $174,520 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $51,464 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,609 | $155,795-61.1% | $136,294-55.5% | $69,631-13.0% |
| Participation rate | 92.2% | 75.2%+17.0pp | 81.9%+10.3pp | 70.7%+21.5pp |
| Annual return | 20.87% | 232464.33%-232443.5pp | 5155.94%-5135.1pp | 27571.02%-27550.2pp |
| Employer contribution / active EE | $1,041 | $2,991-65.2% | $4,695-77.8% | $2,032-48.8% |
| Participant deferral / active EE | $4,520 | $5,394-16.2% | $6,247-27.6% | $3,224+40.2% |
| Admin fee / account holder | $253 | $128+96.9% | $9,243-97.3% | $110+128.7% |