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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $5,323 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,574 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $33,129 | $80,753-59.0% | $136,298-75.7% | $62,293-46.8% |
| Participation rate | 47.0% | 73.5%-26.5pp | 81.9%-34.9pp | 69.5%-22.5pp |
| Annual return | 18.98% | 35.83%-16.9pp | 5156.27%-5137.3pp | 28.90%-9.9pp |
| Employer contribution / active EE | $1,148 | $2,884-60.2% | $4,696-75.6% | $2,042-43.8% |
| Participant deferral / active EE | $2,433 | $5,164-52.9% | $6,247-61.1% | $3,169-23.2% |
| Admin fee / account holder | $20 | $525-96.2% | $9,244-99.8% | $479-95.8% |