Filed January 19, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $157,245 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $59,094 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $12,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,385 | $75,388-26.5% | $123,552-55.2% | $55,725-0.6% |
| Participation rate | 90.6% | 75.7%+14.9pp | 82.3%+8.3pp | 70.9%+19.8pp |
| Annual return | -0.96% | 4.48%-5.4pp | 119.20%-120.2pp | 244.93%-245.9pp |
| Employer contribution / active EE | $989 | $3,063-67.7% | $4,628-78.6% | $2,078-52.4% |
| Participant deferral / active EE | $4,327 | $5,651-23.4% | $6,426-32.7% | $3,356+29.0% |
| Admin fee / account holder | $218 | $120+82.3% | $9,285-97.6% | $115+89.6% |