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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $69,608 |
EDWARD JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $27,269 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,130 | $37,196-24.4% | $154,107-81.7% | $55,725-49.5% |
| Participation rate | 97.0% | 64.1%+32.9pp | 83.0%+14.0pp | 70.9%+26.1pp |
| Annual return | -6.29% | 1319.68%-1326.0pp | 735.12%-741.4pp | 244.93%-251.2pp |
| Employer contribution / active EE | $1,153 | $1,614-28.6% | $5,298-78.2% | $2,078-44.5% |
| Participant deferral / active EE | $3,938 | $2,068+90.4% | $5,081-22.5% | $3,356+17.4% |
| Admin fee / account holder | $186 | $102+83.2% | $13,411-98.6% | $115+61.6% |