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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $11,612 |
Filed as: PRINCIPAL LIFE INSRUANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $3,257 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,676 | $73,102-45.7% | $123,552-67.9% | $56,287-29.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -8.23% | 3.01%-11.2pp | 119.20%-127.4pp | -9.96%+1.7pp |
| Employer contribution / active EE | $4,062 | $2,977+36.4% | $4,628-12.2% | $2,111+92.4% |
| Participant deferral / active EE | $7,134 | $5,423+31.5% | $6,426+11.0% | $3,350+113.0% |
| Admin fee / account holder | $24 | $554-95.7% | $9,285-99.7% | $521-95.4% |