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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $20,138 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,865 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP INC Service code 13 · EIN 27-2037969 | Contract Administrator | $5,411 |
AXA EQUITABLE LIFE INSURANCE CO4+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $185 |
Service code 27 · EIN 95-2955361 | Advisory (Plan) | $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 | $18,509 | $47,977-61.4% | $154,111-88.0% | $56,287-67.1% |
| Participation rate | 82.5% | 66.2%+16.4pp | 83.0%-0.5pp | 69.9%+12.7pp |
| Annual return | -6.24% | 3.54%-9.8pp | 735.18%-741.4pp | -9.96%+3.7pp |
| Employer contribution / active EE | $1,759 | $2,169-18.9% | $5,298-66.8% | $2,111-16.7% |
| Participant deferral / active EE | $1,095 | $2,392-54.2% | $5,081-78.5% | $3,350-67.3% |
| Admin fee / account holder | $64 | $438-85.3% | $13,411-99.5% | $521-87.6% |