Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $113,634 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $26,479 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $4,226 | $43,717-90.3% | $81,473-94.8% | $77,958-94.6% |
| Participation rate | 58.8% | 42.5%+16.2pp | 68.0%-9.2pp | 71.6%-12.9pp |
| Annual return | 17.93% | 23.83%-5.9pp | 38.78%-20.9pp | 20.87%-2.9pp |
| Employer contribution / active EE | $139 | $919-84.9% | $2,568-94.6% | $2,310-94.0% |
| Participant deferral / active EE | $628 | $1,783-64.8% | $3,537-82.2% | $3,537-82.2% |
| Admin fee / account holder | $64 | $108-41.1% | $4,561-98.6% | $97-34.8% |