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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 | $85,515+101.8% | $112,040+54.0% | $67,986+153.8% |
| Participation rate | 91.5% | 68.2%+23.2pp | 76.5%+15.0pp | 57.2%+34.2pp |
| Annual return | 6.66% | 29.68%-23.0pp | 24.52%-17.9pp | 31.67%-25.0pp |
| Employer contribution / active EE | $6,244 | $2,191+185.0% | $2,954+111.4% | $2,019+209.3% |
| Participant deferral / active EE | $0 | $4,014-100.0% | $5,098-100.0% | $3,358-100.0% |
| Admin fee / account holder | $550 | $3,774-85.4% | $12,098-95.5% | $3,203-82.8% |