Filed February 13, 2019
Total covered: 12 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $62,454 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 15 · EIN 94-1347393 | Recordkeeping | $53,729 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $16,800 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,583 | $89,093-29.8% | $102,434-38.9% | $77,736-19.5% |
| Participation rate | 97.2% | 80.9%+16.3pp | 76.5%+20.7pp | 70.6%+26.7pp |
| Annual return | 18.56% | 25.03%-6.5pp | 29.46%-10.9pp | 31.26%-12.7pp |
| Employer contribution / active EE | $2,883 | $2,699+6.8% | $3,023-4.6% | $2,728+5.7% |
| Participant deferral / active EE | $5,535 | $5,147+7.5% | $5,055+9.5% | $4,651+19.0% |
| Admin fee / account holder | $174 | $236-26.2% | $9,462-98.2% | $433-59.8% |