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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $20,887 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,762 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP INC Service code 13 · EIN 27-2037969 | Contract Administrator | $5,341 |
AXA EQUITABLE LIFE INSURANCE CO5+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $169 |
Service code 27 · EIN 95-2755361 | 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 | $21,636 | $52,961-59.1% | $172,755-87.5% | $65,185-66.8% |
| Participation rate | 77.5% | 66.2%+11.3pp | 82.6%-5.2pp | 70.2%+7.3pp |
| Annual return | 18.92% | 30.12%-11.2pp | 802.94%-784.0pp | 29.38%-10.5pp |
| Employer contribution / active EE | $1,596 | $2,190-27.1% | $5,144-69.0% | $2,177-26.7% |
| Participant deferral / active EE | $976 | $2,471-60.5% | $5,198-81.2% | $3,514-72.2% |
| Admin fee / account holder | $77 | $472-83.8% | $13,955-99.5% | $847-91.0% |