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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES7+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $43,554 |
EDBERG & PERRY INC2 years Filed as: EDBERG & PERRY LLC Service code 13 · EIN 86-0738258 | Contract Administrator | $15,153 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,781 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Filed as: WILSHIRE ASSOCIATES INC. Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,915 | $92,303+12.6% | $152,473-31.8% | $86,821+19.7% |
| Participation rate | 95.9% | 81.1%+14.9pp | 78.2%+17.7pp | 72.3%+23.6pp |
| Annual return | 13.91% | 531.69%-517.8pp | 757.59%-743.7pp | 97.94%-84.0pp |
| Employer contribution / active EE | $5,276 | $3,748+40.8% | $4,326+22.0% | $2,406+119.3% |
| Participant deferral / active EE | $7,495 | $5,599+33.9% | $5,817+28.8% | $4,132+81.4% |
| Admin fee / account holder | $256 | $150+70.5% | $15,811-98.4% | $170+50.7% |