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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES3 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $13,072 |
Filed as: PRINCIPAL LIFE INSRUANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $3,782 |
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 | $48,879 | $89,652-45.5% | $141,191-65.4% | $65,185-25.0% |
| Participation rate | 98.2% | 74.7%+23.5pp | 82.5%+15.7pp | 70.2%+28.0pp |
| Annual return | 20.28% | 32.79%-12.5pp | 71.41%-51.1pp | 29.38%-9.1pp |
| Employer contribution / active EE | $4,138 | $3,065+35.0% | $4,736-12.6% | $2,177+90.1% |
| Participant deferral / active EE | $7,299 | $5,691+28.2% | $6,710+8.8% | $3,514+107.7% |
| Admin fee / account holder | $26 | $569-95.4% | $10,264-99.7% | $847-96.9% |