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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,192 |
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $20,055 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $18,621 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,403 | $93,182-52.3% | $146,647-69.7% | $79,389-44.1% |
| Participation rate | 98.3% | 76.4%+21.8pp | 80.1%+18.2pp | 70.7%+27.6pp |
| Annual return | 13.33% | 21.61%-8.3pp | 22.75%-9.4pp | 116.89%-103.6pp |
| Employer contribution / active EE | $2,615 | $2,420+8.1% | $4,137-36.8% | $2,428+7.7% |
| Participant deferral / active EE | $4,890 | $4,169+17.3% | $5,506-11.2% | $4,046+20.9% |
| Admin fee / account holder | $200 | $585-65.9% | $10,281-98.1% | $626-68.1% |