Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $61,785 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $14,178 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,510 | $80,005-73.1% | $140,019-84.6% | $55,725-61.4% |
| Participation rate | 53.7% | 87.0%-33.3pp | 87.5%-33.8pp | 70.9%-17.1pp |
| Annual return | 1.03% | 0.46%+0.6pp | 651.17%-650.1pp | 244.93%-243.9pp |
| Employer contribution / active EE | $354 | $3,403-89.6% | $5,605-93.7% | $2,078-83.0% |
| Participant deferral / active EE | $3,906 | $5,264-25.8% | $6,927-43.6% | $3,356+16.4% |
| Admin fee / account holder | $282 | $116+143.9% | $10,705-97.4% | $115+144.9% |