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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $153,898 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $37,353 |
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 | $9,618 | $34,813-72.4% | $84,628-88.6% | $82,204-88.3% |
| Participation rate | 12.5% | 33.8%-21.3pp | 68.2%-55.7pp | 73.4%-60.9pp |
| Annual return | 25.34% | 44.87%-19.5pp | 258.80%-233.5pp | 26.31%-1.0pp |
| Employer contribution / active EE | $43 | $718-94.1% | $2,653-98.4% | $2,707-98.4% |
| Participant deferral / active EE | $287 | $1,334-78.5% | $3,900-92.6% | $4,246-93.2% |
| Admin fee / account holder | $148 | $107+38.1% | $4,914-97.0% | $76+95.2% |