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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $134,978 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $34,067 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $5,870 | $32,929-82.2% | $76,518-92.3% | $68,904-91.5% |
| Participation rate | 24.2% | 38.1%-13.9pp | 68.0%-43.7pp | 74.1%-49.9pp |
| Annual return | -10.47% | 7.15%-17.6pp | -0.27%-10.2pp | 1.07%-11.5pp |
| Employer contribution / active EE | $61 | $904-93.2% | $2,647-97.7% | $2,540-97.6% |
| Participant deferral / active EE | $339 | $1,310-74.1% | $3,836-91.2% | $4,015-91.6% |
| Admin fee / account holder | $106 | $93+13.3% | $4,849-97.8% | $71+48.0% |