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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $12,318 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,372 |
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 | $39,981 | $48,313-17.2% | $73,309-45.5% | $52,331-23.6% |
| Participation rate | 99.0% | 68.6%+30.5pp | 74.9%+24.1pp | 68.1%+30.9pp |
| Annual return | 0.81% | 3.85%-3.0pp | 5.67%-4.9pp | 4.54%-3.7pp |
| Employer contribution / active EE | $2,289 | $1,661+37.8% | $3,237-29.3% | $1,882+21.7% |
| Participant deferral / active EE | $4,483 | $4,189+7.0% | $4,991-10.2% | $3,022+48.3% |
| Admin fee / account holder | $31 | $404-92.4% | $5,635-99.5% | $592-94.8% |