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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,622 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $14,369 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
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 | $17,104 | $46,732-63.4% | $156,551-89.1% | $55,167-69.0% |
| Participation rate | 89.8% | 65.8%+24.0pp | 84.0%+5.8pp | 69.0%+20.8pp |
| Annual return | 5.43% | 17.72%-12.3pp | 32.23%-26.8pp | 169.23%-163.8pp |
| Employer contribution / active EE | $1,761 | $2,105-16.4% | $5,501-68.0% | $1,963-10.3% |
| Participant deferral / active EE | $1,003 | $2,204-54.5% | $4,871-79.4% | $3,054-67.2% |
| Admin fee / account holder | $89 | $418-78.7% | $13,028-99.3% | $504-82.3% |