Filed February 29, 2016
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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2+ years Service code 49 · EIN 43-0345811 | Other Services | $13,059 |
Service code 13 21 SE THIRD STREET, SUITE 500 · EVANSVILLE, IN 47708 | Contract Administrator | $9,610 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,310 |
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 | $31,033 | $37,044-16.2% | $71,796-56.8% | $57,658-46.2% |
| Participation rate | 42.3% | 61.1%-18.8pp | 69.1%-26.8pp | 70.2%-27.9pp |
| Annual return | 10.59% | 12.64%-2.1pp | 78.04%-67.5pp | 5.13%+5.5pp |
| Employer contribution / active EE | $735 | $720+2.1% | $1,924-61.8% | $1,974-62.8% |
| Participant deferral / active EE | $1,196 | $1,974-39.4% | $2,794-57.2% | $3,061-60.9% |
| Admin fee / account holder | $53 | $101-47.7% | $4,815-98.9% | $95-44.2% |