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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $92,368 |
EDWARDS AND LEATHERS, P.C.10+ years Filed as: EDWARDS JONES Service code 27 | Advisory (Plan) | $40,548 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $17,861 |
EDWARD JONES10+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $0 |
Filed as: WILSHORE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,630 | $89,123-45.4% | $102,460-52.5% | $77,762-37.5% |
| Participation rate | 78.6% | 80.9%-2.3pp | 76.5%+2.1pp | 70.6%+8.0pp |
| Annual return | 13.75% | 25.05%-11.3pp | 29.47%-15.7pp | 31.27%-17.5pp |
| Employer contribution / active EE | $1,240 | $2,700-54.1% | $3,025-59.0% | $2,728-54.5% |
| Participant deferral / active EE | $4,058 | $5,148-21.2% | $5,056-19.7% | $4,651-12.7% |
| Admin fee / account holder | $194 | $236-17.7% | $9,460-97.9% | $433-55.1% |