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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,792 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $12,632 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,897 | $65,453+3.7% | $86,691-21.7% | $66,930+1.4% |
| Participation rate | 49.5% | 75.5%-25.9pp | 76.6%-27.1pp | 69.8%-20.3pp |
| Annual return | -17.43% | -10.89%-6.5pp | 35.94%-53.4pp | 1.57%-19.0pp |
| Employer contribution / active EE | $1,708 | $2,154-20.7% | $2,837-39.8% | $2,545-32.9% |
| Participant deferral / active EE | $3,565 | $4,102-13.1% | $4,656-23.4% | $4,238-15.9% |
| Admin fee / account holder | $454 | $642-29.2% | $7,492-93.9% | $593-23.5% |