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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES7 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $23,531 |
Filed as: PRINCIPAL LIFE INSRUANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $2,321 |
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 | $84,108 | $91,424-8.0% | $135,942-38.1% | $71,495+17.6% |
| Participation rate | 96.2% | 75.7%+20.5pp | 81.9%+14.2pp | 67.9%+28.2pp |
| Annual return | 17.86% | 29.90%-12.0pp | 68.28%-50.4pp | 28.85%-11.0pp |
| Employer contribution / active EE | $4,202 | $3,704+13.5% | $4,858-13.5% | $2,589+62.3% |
| Participant deferral / active EE | $8,217 | $7,092+15.9% | $7,759+5.9% | $4,291+91.5% |
| Admin fee / account holder | $17 | $1,266-98.7% | $10,764-99.8% | $1,588-98.9% |