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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,002 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $9,841 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,008 | $47,977-75.0% | $154,114-92.2% | $56,287-78.7% |
| Participation rate | 56.7% | 66.2%-9.4pp | 83.0%-26.3pp | 69.9%-13.1pp |
| Annual return | -7.29% | 3.54%-10.8pp | 735.16%-742.5pp | -9.96%+2.7pp |
| Employer contribution / active EE | $843 | $2,169-61.1% | $5,298-84.1% | $2,111-60.1% |
| Participant deferral / active EE | $1,379 | $2,392-42.4% | $5,081-72.9% | $3,350-58.8% |
| Admin fee / account holder | $132 | $438-70.0% | $13,411-99.0% | $521-74.7% |