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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,883 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $7,553 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $1,926 | $30,979-93.8% | $67,704-97.2% | $59,188-96.7% |
| Participation rate | 82.4% | 40.5%+41.9pp | 67.5%+14.9pp | 69.4%+13.0pp |
| Annual return | -4.47% | -1.74%-2.7pp | 25.41%-29.9pp | 5.51%-10.0pp |
| Employer contribution / active EE | $234 | $807-71.0% | $2,559-90.8% | $2,098-88.8% |
| Participant deferral / active EE | $832 | $1,603-48.1% | $3,585-76.8% | $3,265-74.5% |
| Admin fee / account holder | $22 | $81-72.6% | $4,255-99.5% | $92-75.9% |