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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $3,017 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,339 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,248 | $62,324-38.6% | $68,509-44.2% | $55,191-30.7% |
| Participation rate | 69.6% | 78.9%-9.2pp | 74.7%-5.1pp | 69.2%+0.5pp |
| Annual return | 6.11% | 4.26%+1.9pp | 8.27%-2.2pp | 10.78%-4.7pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $2,278-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,808 | $3,425-18.0% | $3,382-17.0% | $3,046-7.8% |
| Admin fee / account holder | $12 | $91-87.1% | $5,275-99.8% | $91-87.0% |