Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $59,859 |
EDWARD JONES3+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $41,044 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,725 | $155,795-83.5% | $136,298-81.1% | $69,631-63.1% |
| Participation rate | 98.5% | 75.2%+23.3pp | 81.9%+16.6pp | 70.7%+27.9pp |
| Annual return | 30.75% | 232464.33%-232433.6pp | 5156.27%-5125.5pp | 27571.02%-27540.3pp |
| Employer contribution / active EE | $2,395 | $2,991-19.9% | $4,696-49.0% | $2,032+17.9% |
| Participant deferral / active EE | $7,068 | $5,394+31.0% | $6,247+13.1% | $3,224+119.2% |
| Admin fee / account holder | $58 | $128-54.7% | $9,244-99.4% | $110-47.4% |