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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $96,777 |
EDWARDS AND LEATHERS, P.C.8+ years Filed as: EDWARDS JONES Service code 27 | Advisory (Plan) | $40,131 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $11,199 |
EDWARD JONES8+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $0 |
Filed as: WILSHORE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,682 | $72,303-46.5% | $86,698-55.4% | $64,824-40.3% |
| Participation rate | 72.5% | 80.4%-7.9pp | 76.6%-4.1pp | 71.5%+1.0pp |
| Annual return | -16.10% | 392.77%-408.9pp | 35.96%-52.1pp | 32.84%-48.9pp |
| Employer contribution / active EE | $1,071 | $2,393-55.3% | $2,837-62.3% | $2,507-57.3% |
| Participant deferral / active EE | $3,114 | $4,660-33.2% | $4,656-33.1% | $4,311-27.8% |
| Admin fee / account holder | $205 | $174+17.8% | $7,492-97.3% | $188+9.1% |