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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $31,167 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,098 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT GROUP INC Service code 49 | Other Services | $8,042 |
NEWPORT GROUP, INC.4 years Service code 49 · EIN 27-2037969 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS, LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,094 | $55,470-47.6% | $155,556-81.3% | $74,478-60.9% |
| Participation rate | 95.8% | 61.9%+33.9pp | 78.2%+17.6pp | 67.2%+28.6pp |
| Annual return | 9.97% | 269.80%-259.8pp | 64.84%-54.9pp | 1370.56%-1360.6pp |
| Employer contribution / active EE | $2,777 | $2,267+22.5% | $4,675-40.6% | $2,626+5.7% |
| Participant deferral / active EE | $2,892 | $2,838+1.9% | $5,631-48.6% | $4,350-33.5% |
| Admin fee / account holder | $62 | $1,744-96.5% | $15,885-99.6% | $1,946-96.8% |