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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES7+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $19,111 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,689 |
RETIREMENT STRATEGIES, INC.7+ years Filed as: RETIREMENT STRATEGIES LLC Service code 12 · EIN 27-0017183 | Other services; Contract Administrato... | $5,400 |
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 |
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 | $66,931 | $99,994-33.1% | $146,647-54.4% | $85,851-22.0% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 10.12% | 18.93%-8.8pp | 22.75%-12.6pp | 318.63%-308.5pp |
| Employer contribution / active EE | $3,580 | $2,559+39.9% | $4,137-13.5% | $2,565+39.5% |
| Participant deferral / active EE | $4,085 | $4,006+2.0% | $5,506-25.8% | $3,952+3.3% |
| Admin fee / account holder | $100 | $7,703-98.7% | $10,281-99.0% | $6,261-98.4% |