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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $16,725 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,611 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,054 | $47,977-37.4% | $154,114-80.5% | $56,287-46.6% |
| Participation rate | 66.7% | 66.2%+0.5pp | 83.0%-16.4pp | 69.9%-3.2pp |
| Annual return | -8.48% | 3.54%-12.0pp | 735.16%-743.6pp | -9.96%+1.5pp |
| Employer contribution / active EE | $2,134 | $2,169-1.6% | $5,298-59.7% | $2,111+1.1% |
| Participant deferral / active EE | $4,005 | $2,392+67.4% | $5,081-21.2% | $3,350+19.5% |
| Admin fee / account holder | $125 | $438-71.6% | $13,411-99.1% | $521-76.1% |