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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES5+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $16,375 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,848 |
RETIREMENT STRATEGIES, INC.5+ years Filed as: RETIREMENT STRATEGIES LLC Service code 15 · EIN 27-0017183 | Recordkeeping | $5,237 |
Filed as: WILLSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ASSOCIATES INC Service code 27 | Advisory (Plan) | $0 |
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 | $63,883 | $83,485-23.5% | $125,195-49.0% | $72,976-12.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 18.28% | 25.77%-7.5pp | 43.79%-25.5pp | 81.02%-62.7pp |
| Employer contribution / active EE | $3,263 | $2,346+39.1% | $3,866-15.6% | $2,440+33.7% |
| Participant deferral / active EE | $3,966 | $3,586+10.6% | $4,937-19.7% | $3,608+9.9% |
| Admin fee / account holder | $105 | $5,518-98.1% | $9,704-98.9% | $5,124-98.0% |