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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $9,428 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $8,114 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,722 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $36,418 | $50,106-27.3% | $69,779-47.8% | $57,658-36.8% |
| Participation rate | 28.9% | 70.9%-42.0pp | 71.8%-42.9pp | 70.2%-41.3pp |
| Annual return | 6.12% | 14.58%-8.5pp | 12.99%-6.9pp | 5.13%+1.0pp |
| Employer contribution / active EE | $385 | $1,739-77.9% | $2,338-83.5% | $1,974-80.5% |
| Participant deferral / active EE | $859 | $2,486-65.5% | $2,931-70.7% | $3,061-71.9% |
| Admin fee / account holder | $80 | $89-10.7% | $4,381-98.2% | $95-15.8% |