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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES3+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $9,566 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $682 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $84,672 | $51,466+64.5% | $78,778+7.5% | $62,293+35.9% |
| Participation rate | 58.1% | 59.8%-1.7pp | 69.2%-11.1pp | 69.5%-11.4pp |
| Annual return | 20.74% | 19.96%+0.8pp | 35.62%-14.9pp | 28.90%-8.2pp |
| Employer contribution / active EE | $782 | $827-5.5% | $1,986-60.6% | $2,042-61.7% |
| Participant deferral / active EE | $1,902 | $2,147-11.4% | $2,958-35.7% | $3,169-40.0% |
| Admin fee / account holder | $7 | $489-98.5% | $5,134-99.9% | $479-98.5% |