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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $23,328 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,372 |
AXA EQUITABLE LIFE INSURANCE CO6+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $152 |
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 | $18,783 | $58,888-68.1% | $178,499-89.5% | $73,493-74.4% |
| Participation rate | 97.6% | 66.2%+31.3pp | 81.9%+15.6pp | 70.7%+26.9pp |
| Annual return | 13.72% | 24.86%-11.1pp | 151.10%-137.4pp | 28.51%-14.8pp |
| Employer contribution / active EE | $1,875 | $2,236-16.1% | $5,011-62.6% | $2,270-17.4% |
| Participant deferral / active EE | $1,338 | $2,568-47.9% | $5,202-74.3% | $3,740-64.2% |
| Admin fee / account holder | $51 | $400-87.2% | $13,986-99.6% | $513-90.0% |