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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1+ years Service code 49 · EIN 43-0345811 | Other Services | $11,831 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,116 |
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 | $37,895 | $46,360-18.3% | $147,617-74.3% | $52,331-27.6% |
| Participation rate | 81.9% | 64.9%+16.9pp | 84.6%-2.7pp | 68.1%+13.8pp |
| Annual return | -0.54% | 1.62%-2.2pp | 61.98%-62.5pp | 4.54%-5.1pp |
| Employer contribution / active EE | $1,186 | $2,126-44.2% | $5,564-78.7% | $1,882-37.0% |
| Participant deferral / active EE | $2,136 | $2,258-5.4% | $4,895-56.4% | $3,022-29.3% |
| Admin fee / account holder | $32 | $766-95.8% | $11,612-99.7% | $592-94.6% |