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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,817 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $13,405 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $22,172 | $100,801-78.0% | $149,730-85.2% | $73,412-69.8% |
| Participation rate | 43.9% | 77.7%-33.8pp | 82.5%-38.6pp | 72.2%-28.3pp |
| Annual return | 51.72% | 265.34%-213.6pp | 276.70%-225.0pp | 59.30%-7.6pp |
| Employer contribution / active EE | $864 | $3,312-73.9% | $4,645-81.4% | $2,234-61.3% |
| Participant deferral / active EE | $1,499 | $6,404-76.6% | $6,843-78.1% | $3,806-60.6% |
| Admin fee / account holder | $164 | $181-9.3% | $9,310-98.2% | $158+3.9% |