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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2+ years Service code 49 · EIN 43-0345811 | Other Services | $25,793 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,037 |
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 | $21,565 | $36,916-41.6% | $156,551-86.2% | $57,658-62.6% |
| Participation rate | 48.3% | 63.4%-15.2pp | 84.0%-35.8pp | 70.2%-22.0pp |
| Annual return | 6.07% | 12.38%-6.3pp | 32.23%-26.2pp | 5.13%+0.9pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,672 | $1,926-13.2% | $4,871-65.7% | $3,061-45.4% |
| Admin fee / account holder | $27 | $82-67.6% | $13,028-99.8% | $95-71.7% |