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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,964 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $19,704 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $111,154 | $54,763+103.0% | $90,324+23.1% | $72,976+52.3% |
| Participation rate | 96.4% | 65.2%+31.2pp | 73.3%+23.1pp | 69.5%+26.9pp |
| Annual return | 21.99% | 30.63%-8.6pp | 78.15%-56.2pp | 81.02%-59.0pp |
| Employer contribution / active EE | $6,794 | $2,093+224.5% | $2,856+137.9% | $2,440+178.4% |
| Participant deferral / active EE | $9,909 | $2,887+243.2% | $3,885+155.0% | $3,608+174.7% |
| Admin fee / account holder | $243 | $3,973-93.9% | $5,356-95.5% | $5,124-95.3% |