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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES8+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $14,568 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,047 |
Filed as: WILSHIRE ADVISORS LLC 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 | $34,617 | $65,092-46.8% | $143,799-75.9% | $66,938-48.3% |
| Participation rate | 82.5% | 65.2%+17.3pp | 80.3%+2.2pp | 69.8%+12.7pp |
| Annual return | -16.76% | -11.14%-5.6pp | -0.04%-16.7pp | 1.58%-18.3pp |
| Employer contribution / active EE | $1,621 | $2,362-31.4% | $4,952-67.3% | $2,545-36.3% |
| Participant deferral / active EE | $3,056 | $2,920+4.7% | $5,638-45.8% | $4,238-27.9% |
| Admin fee / account holder | $43 | $502-91.4% | $14,677-99.7% | $594-92.7% |