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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK, N.AL Service code 15 · EIN 94-1347393 | Recordkeeping | $28,886 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $15,087 |
PENSION ASSURANCE LLP1+ years Filed as: PENSION PLANNERS NORTHWEST Service code 13 · EIN 93-1160402 | Contract Administrator | $10,982 |
Service code 49 · EIN 52-2114207 | Other Services | $0 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,264 | $35,955-10.3% | $78,210-58.7% | $69,631-53.7% |
| Participation rate | 71.3% | 67.2%+4.1pp | 68.7%+2.5pp | 70.7%+0.6pp |
| Annual return | 13.45% | 16.42%-3.0pp | 40.90%-27.5pp | 27571.02%-27557.6pp |
| Employer contribution / active EE | $927 | $1,244-25.5% | $2,034-54.4% | $2,032-54.4% |
| Participant deferral / active EE | $674 | $2,107-68.0% | $2,823-76.1% | $3,224-79.1% |
| Admin fee / account holder | $162 | $86+88.7% | $3,758-95.7% | $110+46.9% |