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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES8+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $18,441 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,662 |
RETIREMENT STRATEGIES, INC.8+ years Filed as: RETIREMENT STRATEGIES LLC Service code 12 · EIN 27-0017183 | Contract Administrator; Recordkeeping... | $5,185 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,131 | $81,870-33.9% | $119,634-54.8% | $68,490-21.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -15.71% | -23.82%+8.1pp | -14.98%-0.7pp | -7.85%-7.9pp |
| Employer contribution / active EE | $3,667 | $2,692+36.2% | $4,232-13.4% | $2,597+41.2% |
| Participant deferral / active EE | $4,179 | $4,148+0.7% | $5,601-25.4% | $4,028+3.8% |
| Admin fee / account holder | $93 | $6,583-98.6% | $10,329-99.1% | $5,403-98.3% |