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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $10,281 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,312 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,574 | $73,102-50.0% | $123,553-70.4% | $56,289-35.0% |
| Participation rate | 40.0% | 74.3%-34.3pp | 82.3%-42.3pp | 69.9%-29.9pp |
| Annual return | -6.97% | 3.01%-10.0pp | 119.21%-126.2pp | -9.96%+3.0pp |
| Employer contribution / active EE | $1,224 | $2,977-58.9% | $4,628-73.5% | $2,111-42.0% |
| Participant deferral / active EE | $2,732 | $5,423-49.6% | $6,426-57.5% | $3,350-18.4% |
| Admin fee / account holder | $34 | $554-93.9% | $9,284-99.6% | $521-93.6% |