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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES5+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $14,742 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,459 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,613 | $52,961-27.1% | $172,752-77.6% | $65,185-40.8% |
| Participation rate | 89.1% | 66.2%+22.9pp | 82.6%+6.4pp | 70.2%+18.9pp |
| Annual return | 19.88% | 30.12%-10.2pp | 802.97%-783.1pp | 29.38%-9.5pp |
| Employer contribution / active EE | $1,588 | $2,190-27.5% | $5,144-69.1% | $2,177-27.0% |
| Participant deferral / active EE | $2,673 | $2,471+8.2% | $5,198-48.6% | $3,514-23.9% |
| Admin fee / account holder | $54 | $472-88.6% | $13,955-99.6% | $847-93.6% |