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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $290,428 |
WELLS FARGO BANK, N.A.9 years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $65,558 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $19,083 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,036 | $129,227-67.5% | $184,256-77.2% | $77,762-45.9% |
| Participation rate | 78.0% | 87.4%-9.4pp | 86.8%-8.8pp | 70.6%+7.4pp |
| Annual return | 75.20% | 33.24%+42.0pp | 28.85%+46.4pp | 31.27%+43.9pp |
| Employer contribution / active EE | $421 | $4,412-90.5% | $6,427-93.5% | $2,728-84.6% |
| Participant deferral / active EE | $4,708 | $7,307-35.6% | $9,133-48.4% | $4,651+1.2% |
| Admin fee / account holder | $254 | $256-0.6% | $13,899-98.2% | $433-41.3% |