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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,079 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $19,522 |
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 | $93,542 | $53,128+76.1% | $86,582+8.0% | $70,126+33.4% |
| Participation rate | 98.4% | 65.3%+33.1pp | 73.5%+24.9pp | 69.5%+28.9pp |
| Annual return | 16.77% | 27.66%-10.9pp | 965.08%-948.3pp | 73.15%-56.4pp |
| Employer contribution / active EE | $6,747 | $2,068+226.3% | $2,839+137.6% | $2,343+188.0% |
| Participant deferral / active EE | $9,243 | $2,695+242.9% | $3,609+156.1% | $3,332+177.4% |
| Admin fee / account holder | $181 | $3,584-95.0% | $4,904-96.3% | $4,645-96.1% |