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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES4 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $16,389 |
Filed as: PRINCIPAL LIFE INSRUANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $5,010 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,511 | $99,957-47.5% | $149,730-64.9% | $73,493-28.5% |
| Participation rate | 98.5% | 75.7%+22.8pp | 82.5%+16.0pp | 70.7%+27.8pp |
| Annual return | 16.25% | 53.87%-37.6pp | 276.70%-260.5pp | 28.51%-12.3pp |
| Employer contribution / active EE | $3,728 | $3,191+16.8% | $4,645-19.7% | $2,270+64.2% |
| Participant deferral / active EE | $6,309 | $6,073+3.9% | $6,843-7.8% | $3,740+68.7% |
| Admin fee / account holder | $29 | $551-94.7% | $9,310-99.7% | $513-94.3% |