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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 | $17,551 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,547 |
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 | $67,405 | $54,320+24.1% | $67,653-0.4% | $52,331+28.8% |
| Participation rate | 81.7% | 73.6%+8.1pp | 75.7%+6.1pp | 68.1%+13.6pp |
| Annual return | 63.15% | 6.81%+56.3pp | 6625.22%-6562.1pp | 4.54%+58.6pp |
| Employer contribution / active EE | $2,150 | $1,544+39.3% | $2,266-5.1% | $1,882+14.3% |
| Participant deferral / active EE | $4,313 | $2,950+46.2% | $3,560+21.2% | $3,022+42.7% |
| Admin fee / account holder | $52 | $527-90.2% | $4,821-98.9% | $592-91.3% |