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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $62,290 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $12,243 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,084 | $63,321-96.7% | $68,803-97.0% | $77,906-97.3% |
| Participation rate | 87.0% | 71.1%+15.9pp | 69.0%+18.0pp | 73.7%+13.3pp |
| Annual return | -17.50% | -6.50%-11.0pp | -6.37%-11.1pp | 12.16%-29.7pp |
| Employer contribution / active EE | $0 | $2,794-100.0% | $2,656-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $908 | $4,029-77.5% | $3,942-77.0% | $4,805-81.1% |
| Admin fee / account holder | $47 | $104-55.4% | $4,936-99.1% | $133-64.9% |