Filed February 29, 2016
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 |
|---|---|---|
EDWARD JONES3+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $16,816 |
Service code 13 21 SE THIRD STREET, SUITE 500 · EVANSVILLE, IN 47708 | Contract Administrator | $9,994 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,140 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,427 | $48,064-30.5% | $78,778-57.6% | $69,631-52.0% |
| Participation rate | 46.8% | 61.6%-14.7pp | 69.2%-22.4pp | 70.7%-23.9pp |
| Annual return | 14.15% | 21.81%-7.7pp | 35.62%-21.5pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $759 | $744+2.1% | $1,986-61.8% | $2,032-62.7% |
| Participant deferral / active EE | $1,239 | $2,079-40.4% | $2,958-58.1% | $3,224-61.6% |
| Admin fee / account holder | $55 | $152-63.5% | $5,134-98.9% | $110-49.8% |