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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,411 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $13,345 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $21 |
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 | $17,488 | $46,360-62.3% | $147,617-88.2% | $52,331-66.6% |
| Participation rate | 95.8% | 64.9%+30.9pp | 84.6%+11.2pp | 68.1%+27.7pp |
| Annual return | -1.53% | 1.62%-3.1pp | 61.98%-63.5pp | 4.54%-6.1pp |
| Employer contribution / active EE | $1,960 | $2,126-7.8% | $5,564-64.8% | $1,882+4.2% |
| Participant deferral / active EE | $1,017 | $2,258-54.9% | $4,895-79.2% | $3,022-66.3% |
| Admin fee / account holder | $111 | $766-85.6% | $11,612-99.0% | $592-81.3% |