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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES9+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $17,260 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,590 |
RETIREMENT STRATEGIES, INC.9+ years Filed as: RETIREMENT STRATEGIES LLC Service code 12 · EIN 27-0017183 | Contract Administrator; Claims proces... | $5,504 |
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 | $73,209 | $91,536-20.0% | $130,062-43.7% | $75,177-2.6% |
| Participation rate | 98.8% | 71.5%+27.4pp | 78.5%+20.3pp | 67.2%+31.6pp |
| Annual return | 14.51% | -631.62%+646.1pp | -137.37%+151.9pp | 160.75%-146.2pp |
| Employer contribution / active EE | $3,792 | $2,845+33.3% | $4,322-12.3% | $2,671+42.0% |
| Participant deferral / active EE | $4,450 | $4,343+2.5% | $5,821-23.6% | $4,126+7.8% |
| Admin fee / account holder | $117 | $6,780-98.3% | $10,601-98.9% | $5,651-97.9% |