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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 51 · EIN 94-1347393 | Investment Mgmt Fees | $7,039 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 28 · EIN 20-4530738 | Investment Management | $6,609 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,306 | $67,166-2.8% | $57,356+13.9% | $55,191+18.3% |
| Participation rate | 98.9% | 77.7%+21.2pp | 75.1%+23.8pp | 69.2%+29.7pp |
| Annual return | -2.31% | 4.22%-6.5pp | 24.41%-26.7pp | 10.78%-13.1pp |
| Employer contribution / active EE | $8,031 | $2,812+185.6% | $2,689+198.7% | $1,899+323.0% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $3,162-100.0% | $3,046-100.0% |
| Admin fee / account holder | $22 | $44-49.4% | $3,357-99.3% | $91-75.7% |