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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $9,008 |
Filed as: PRINCIPAL LIFE INSRUANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $3,516 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $41,412 | $85,766-51.7% | $136,298-69.6% | $70,126-40.9% |
| Participation rate | 98.9% | 74.2%+24.8pp | 81.9%+17.0pp | 69.5%+29.4pp |
| Annual return | 15.67% | 31.46%-15.8pp | 5156.27%-5140.6pp | 73.15%-57.5pp |
| Employer contribution / active EE | $3,587 | $2,966+20.9% | $4,696-23.6% | $2,343+53.1% |
| Participant deferral / active EE | $5,913 | $5,051+17.1% | $6,247-5.3% | $3,332+77.5% |
| Admin fee / account holder | $29 | $5,421-99.5% | $9,244-99.7% | $4,645-99.4% |