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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,730 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 | Advisory (Plan) | $17,814 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,726 | $47,766-33.6% | $82,744-61.7% | $64,819-51.1% |
| Participation rate | 27.5% | 67.7%-40.2pp | 72.6%-45.1pp | 71.5%-44.0pp |
| Annual return | -15.78% | -13.06%-2.7pp | 702.22%-718.0pp | 32.84%-48.6pp |
| Employer contribution / active EE | $327 | $2,182-85.0% | $3,008-89.1% | $2,507-86.9% |
| Participant deferral / active EE | $1,195 | $3,332-64.2% | $4,395-72.8% | $4,311-72.3% |
| Admin fee / account holder | $289 | $143+102.3% | $5,325-94.6% | $188+54.0% |