See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $104,471 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SVCS (WF ADVS) Service code 27 · EIN 34-1542819 | Advisory (Plan) | $40,081 |
BDO USA, LLP5 years Service code 27 · EIN 13-5381590 | Advisory (Plan) | $22,966 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,971 | $59,417-15.9% | $93,606-46.6% | $74,495-32.9% |
| Participation rate | 58.9% | 59.7%-0.8pp | 68.7%-9.8pp | 67.2%-8.3pp |
| Annual return | 12.17% | 81.83%-69.7pp | 133.20%-121.0pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $210 | $1,264-83.4% | $2,420-91.3% | $2,623-92.0% |
| Participant deferral / active EE | $3,711 | $3,050+21.7% | $4,411-15.9% | $4,346-14.6% |
| Admin fee / account holder | $299 | $3,021-90.1% | $8,285-96.4% | $1,942-84.6% |