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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $68,546 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO CLEARING SVCS (WF ADVS) Service code 27 · EIN 34-1542819 | Advisory (Plan) | $30,036 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $79,401 | $62,166+27.7% | $81,286-2.3% | $74,429+6.7% |
| Participation rate | 68.4% | 64.1%+4.3pp | 69.5%-1.1pp | 67.2%+1.2pp |
| Annual return | 13.88% | 16.50%-2.6pp | 24.80%-10.9pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $1,769 | $1,881-5.9% | $2,463-28.2% | $2,625-32.6% |
| Participant deferral / active EE | $3,488 | $3,223+8.2% | $3,883-10.2% | $4,348-19.8% |
| Admin fee / account holder | $325 | $1,925-83.1% | $5,764-94.4% | $1,944-83.3% |