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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $8,598 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,179 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $5,864 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,453 | $50,385-1.9% | $75,501-34.5% | $62,293-20.6% |
| Participation rate | 38.6% | 67.7%-29.1pp | 72.4%-33.8pp | 69.5%-30.9pp |
| Annual return | 16.02% | 19.90%-3.9pp | 27.35%-11.3pp | 28.90%-12.9pp |
| Employer contribution / active EE | $558 | $1,537-63.7% | $2,352-76.3% | $2,042-72.7% |
| Participant deferral / active EE | $1,342 | $2,445-45.1% | $3,142-57.3% | $3,169-57.7% |
| Admin fee / account holder | $86 | $384-77.7% | $5,801-98.5% | $479-82.1% |