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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,754 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $9,013 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,505 | $88,122-81.3% | $141,191-88.3% | $67,579-75.6% |
| Participation rate | 37.9% | 76.5%-38.6pp | 82.5%-44.6pp | 71.3%-33.4pp |
| Annual return | 27.85% | 75.40%-47.6pp | 71.41%-43.6pp | 378.56%-350.7pp |
| Employer contribution / active EE | $765 | $3,224-76.3% | $4,736-83.8% | $2,148-64.4% |
| Participant deferral / active EE | $1,293 | $5,958-78.3% | $6,710-80.7% | $3,539-63.5% |
| Admin fee / account holder | $145 | $131+10.8% | $10,264-98.6% | $142+1.9% |