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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 65-0853448 | Recordkeeping | $25,587 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 11 · EIN 42-1520346 | Actuarial | $17,500 |
Service code 10 · EIN 13-4008324 | Accounting | $12,500 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 94-1347393 | Bank Trustee | $11,108 |
PAYDEN & RYGEL2+ years Filed as: PAYDEN & RYDEL Service code 27 · EIN 95-3921788 | Advisory (Plan) | $10,806 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $268,458-100.0% | $264,156-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 50.9%-50.9pp | 45.6%-45.6pp | 45.6%-45.6pp |
| Annual return | -0.17% | 4.72%-4.9pp | 4.74%-4.9pp | 4.16%-4.3pp |
| Employer contribution / active EE | $0 | $48,881-100.0% | $46,220-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $242-100.0% | $248-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $12,218-100.0% | $12,050-100.0% | $21,465-100.0% |