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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,231 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $19,268 |
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 | $85,202 | $48,078+77.2% | $78,676+8.3% | $62,881+35.5% |
| Participation rate | 93.3% | 65.2%+28.1pp | 73.6%+19.8pp | 69.3%+24.0pp |
| Annual return | 5.71% | 31.36%-25.6pp | 62.19%-56.5pp | 20.14%-14.4pp |
| Employer contribution / active EE | $8,035 | $2,015+298.8% | $2,850+181.9% | $2,281+252.3% |
| Participant deferral / active EE | $8,518 | $2,587+229.2% | $3,517+142.2% | $3,203+165.9% |
| Admin fee / account holder | $177 | $3,206-94.5% | $4,510-96.1% | $4,296-95.9% |