Filed February 29, 2016
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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES4+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $20,909 |
Service code 13 21 SE THIRD STREET, SUITE 500 · EVANSVILLE, IN 47708 | Contract Administrator | $11,035 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,365 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $28,068 | $35,485-20.9% | $74,551-62.3% | $55,725-49.6% |
| Participation rate | 56.2% | 62.5%-6.3pp | 69.1%-12.9pp | 70.9%-14.6pp |
| Annual return | -5.62% | 0.72%-6.3pp | 32.53%-38.2pp | 244.93%-250.6pp |
| Employer contribution / active EE | $1,083 | $777+39.3% | $1,961-44.8% | $2,078-47.9% |
| Participant deferral / active EE | $1,837 | $2,181-15.8% | $3,108-40.9% | $3,356-45.3% |
| Admin fee / account holder | $51 | $114-55.3% | $5,059-99.0% | $115-55.6% |