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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $25,766 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,320 |
NEWPORT GROUP, INC.2 years Service code 49 · EIN 27-2037969 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS, LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,885 | $65,083-74.1% | $143,788-88.3% | $66,930-74.8% |
| Participation rate | 97.6% | 65.2%+32.4pp | 80.3%+17.3pp | 69.8%+27.8pp |
| Annual return | -16.81% | -11.13%-5.7pp | -0.03%-16.8pp | 1.57%-18.4pp |
| Employer contribution / active EE | $2,790 | $2,361+18.2% | $4,952-43.7% | $2,545+9.6% |
| Participant deferral / active EE | $2,614 | $2,920-10.5% | $5,638-53.6% | $4,238-38.3% |
| Admin fee / account holder | $34 | $502-93.1% | $14,675-99.8% | $593-94.2% |