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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1+ years Service code 49 · EIN 43-0345811 | Other Services | $25,501 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,520 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,604 | $37,117-47.2% | $147,617-86.7% | $55,191-64.5% |
| Participation rate | 44.6% | 63.6%-19.0pp | 84.6%-40.0pp | 69.2%-24.6pp |
| Annual return | -0.32% | 3.44%-3.8pp | 61.98%-62.3pp | 10.78%-11.1pp |
| Employer contribution / active EE | $2 | $1,620-99.9% | $5,564-100.0% | $1,899-99.9% |
| Participant deferral / active EE | $1,341 | $1,985-32.5% | $4,895-72.6% | $3,046-56.0% |
| Admin fee / account holder | $19 | $86-78.2% | $11,612-99.8% | $91-79.5% |