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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,771 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 49 · EIN 48-1305000 | Other Services | $9,355 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $8,020 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $85 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $84,245 | $227,989-63.0% | $115,038-26.8% | - |
| Participation rate | 86.7% | 70.4%+16.4pp | 81.4%+5.4pp | - |
| Annual return | -1.58% | -2.26%+0.7pp | 26.14%-27.7pp | - |
| Employer contribution / active EE | $1,592 | $2,554-37.7% | $4,608-65.4% | - |
| Participant deferral / active EE | $6,035 | $4,560+32.3% | $6,026+0.1% | - |
| Admin fee / account holder | $127 | $24,406-99.5% | $8,175-98.5% | - |