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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,170 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 | Advisory (Plan) | $16,677 |
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.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,429 | $65,960-75.1% | $81,882-79.9% | $77,762-78.9% |
| Participation rate | 61.9% | 65.8%-3.9pp | 72.4%-10.5pp | 70.6%-8.7pp |
| Annual return | 11.69% | 26.64%-14.9pp | 779.47%-767.8pp | 31.27%-19.6pp |
| Employer contribution / active EE | $352 | $2,375-85.2% | $2,916-87.9% | $2,728-87.1% |
| Participant deferral / active EE | $1,253 | $3,505-64.3% | $4,323-71.0% | $4,651-73.1% |
| Admin fee / account holder | $101 | $526-80.8% | $7,360-98.6% | $433-76.7% |