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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES6+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $16,719 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,948 |
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 | $72,465 | $91,559-20.9% | $133,978-45.9% | $79,856-9.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 13.34% | 61.85%-48.5pp | 45.10%-31.8pp | 31.71%-18.4pp |
| Employer contribution / active EE | $4,074 | $2,384+70.9% | $3,919+4.0% | $2,471+64.9% |
| Participant deferral / active EE | $4,753 | $3,734+27.3% | $5,047-5.8% | $3,741+27.1% |
| Admin fee / account holder | $89 | $6,321-98.6% | $8,930-99.0% | $5,306-98.3% |