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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL GROUP Service code 21 · EIN 42-1520346 | Bank Trustee | $42,440 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS Service code 16 · EIN 23-2384840 | Consulting | $28,872 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $204 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,555 | $79,867+116.1% | $120,344+43.4% | $64,340+168.2% |
| Participation rate | 91.5% | 63.0%+28.5pp | 76.7%+14.7pp | 55.2%+36.2pp |
| Annual return | 6.66% | 21.10%-14.4pp | 20.30%-13.6pp | 24.14%-17.5pp |
| Employer contribution / active EE | $6,244 | $1,925+224.4% | $3,020+106.7% | $1,862+235.4% |
| Participant deferral / active EE | $0 | $3,593-100.0% | $5,135-100.0% | $2,980-100.0% |
| Admin fee / account holder | $550 | $5,039-89.1% | $12,742-95.7% | $3,703-85.1% |