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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES4+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $20,142 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $772 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $72,535 | $42,548+70.5% | $74,551-2.7% | $56,289+28.9% |
| Participation rate | 62.8% | 60.5%+2.3pp | 69.1%-6.4pp | 69.9%-7.1pp |
| Annual return | -7.96% | 12.40%-20.4pp | 32.53%-40.5pp | -9.96%+2.0pp |
| Employer contribution / active EE | $926 | $855+8.3% | $1,961-52.8% | $2,111-56.2% |
| Participant deferral / active EE | $2,296 | $2,277+0.8% | $3,108-26.1% | $3,350-31.5% |
| Admin fee / account holder | $8 | $467-98.4% | $5,059-99.9% | $521-98.5% |