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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES10+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $18,685 |
RETIREMENT STRATEGIES, INC.10+ years Filed as: RETIREMENT STRATEGIES LLC Service code 12 · EIN 27-0017183 | Contract Administrator; Claims proces... | $5,456 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,375 |
Filed as: WILLSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ASSOCIATES INC Service code 27 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,522 | $101,795-34.7% | $165,100-59.7% | $80,959-17.8% |
| Participation rate | 96.5% | 71.8%+24.6pp | 78.6%+17.8pp | 67.7%+28.8pp |
| Annual return | 9.30% | 16.73%-7.4pp | 70.21%-60.9pp | 35.67%-26.4pp |
| Employer contribution / active EE | $3,635 | $2,954+23.1% | $4,348-16.4% | $2,757+31.9% |
| Participant deferral / active EE | $4,603 | $4,476+2.8% | $6,035-23.7% | $4,300+7.0% |
| Admin fee / account holder | $32 | $8,221-99.6% | $12,696-99.7% | $6,925-99.5% |