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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 | $95,084+81.5% | $140,514+22.8% | $69,733+147.5% |
| Participation rate | 91.5% | 68.7%+22.8pp | 77.8%+13.7pp | 62.5%+29.0pp |
| Annual return | 6.66% | 18.56%-11.9pp | 14.36%-7.7pp | 15.22%-8.6pp |
| Employer contribution / active EE | $6,244 | $2,405+159.6% | $3,378+84.8% | $2,250+177.5% |
| Participant deferral / active EE | $0 | $3,868-100.0% | $4,919-100.0% | $3,054-100.0% |
| Admin fee / account holder | $550 | $4,885-88.7% | $13,697-96.0% | $3,102-82.3% |