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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,593 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 | Advisory (Plan) | $8,232 |
WILSHIRE ASSOCIATES INCORPORATED7+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,336 | $56,485-55.1% | $185,823-86.4% | $86,799-70.8% |
| Participation rate | 25.2% | 65.5%-40.3pp | 81.7%-56.5pp | 72.3%-47.1pp |
| Annual return | 14.73% | 118.04%-103.3pp | 122.05%-107.3pp | 97.91%-83.2pp |
| Employer contribution / active EE | $228 | $1,843-87.6% | $5,167-95.6% | $2,405-90.5% |
| Participant deferral / active EE | $900 | $2,553-64.7% | $5,568-83.8% | $4,131-78.2% |
| Admin fee / account holder | $187 | $150+25.1% | $16,237-98.8% | $170+10.4% |