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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $79,368 |
EDWARDS AND LEATHERS, P.C.9+ years Filed as: EDWARDS JONES Service code 27 | Advisory (Plan) | $35,898 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $13,285 |
EDWARD JONES9+ 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 | $45,548 | $99,168-54.1% | $96,534-52.8% | $74,460-38.8% |
| Participation rate | 72.9% | 80.7%-7.7pp | 76.0%-3.0pp | 70.7%+2.2pp |
| Annual return | 17.74% | 22.40%-4.7pp | 25.88%-8.1pp | 34.38%-16.6pp |
| Employer contribution / active EE | $1,150 | $2,570-55.3% | $2,965-61.2% | $2,638-56.4% |
| Participant deferral / active EE | $3,547 | $4,936-28.2% | $4,851-26.9% | $4,530-21.7% |
| Admin fee / account holder | $171 | $225-24.0% | $8,253-97.9% | $348-50.9% |