Filed February 29, 2016
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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1+ years Service code 49 · EIN 43-0345811 | Other Services | $12,424 |
Service code 13 21 SE THIRD STREET, SUITE 500 · EVANSVILLE, IN 47708 | Contract Administrator | $9,410 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,046 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,778 | $33,745-17.7% | $64,105-56.7% | $55,191-49.7% |
| Participation rate | 41.4% | 59.4%-18.0pp | 68.2%-26.8pp | 69.2%-27.8pp |
| Annual return | -1.57% | 4.95%-6.5pp | 791.24%-792.8pp | 10.78%-12.4pp |
| Employer contribution / active EE | $668 | $641+4.2% | $1,820-63.3% | $1,899-64.8% |
| Participant deferral / active EE | $1,097 | $1,929-43.2% | $2,822-61.1% | $3,046-64.0% |
| Admin fee / account holder | $51 | $94-45.7% | $4,499-98.9% | $91-43.5% |