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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $208,879 |
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $45,777 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $13,890 |
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 | $22,551 | $100,272-77.5% | $170,057-86.7% | $74,473-69.7% |
| Participation rate | 75.1% | 87.4%-12.3pp | 87.0%-11.9pp | 70.7%+4.3pp |
| Annual return | 69.61% | 66.12%+3.5pp | 53.42%+16.2pp | 34.36%+35.2pp |
| Employer contribution / active EE | $94 | $4,266-97.8% | $6,790-98.6% | $2,638-96.4% |
| Participant deferral / active EE | $4,518 | $7,147-36.8% | $10,411-56.6% | $4,530-0.3% |
| Admin fee / account holder | $154 | $235-34.4% | $12,826-98.8% | $347-55.6% |