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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL GROUP Service code 21 · EIN 42-1520346 | Bank Trustee | $47,295 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 16 · EIN 23-2384840 | Consulting | $27,944 |
LEVITZACKS7+ years Service code 10 · EIN 95-3159181 | Accounting | $18,930 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $266 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,371 | $65,453+125.2% | $86,691+70.0% | $66,930+120.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -5.40% | -10.89%+5.5pp | 35.94%-41.3pp | 1.57%-7.0pp |
| Employer contribution / active EE | $5,524 | $2,154+156.5% | $2,837+94.7% | $2,545+117.1% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,238-100.0% |
| Admin fee / account holder | $679 | $642+5.9% | $7,492-90.9% | $593+14.5% |