Filed November 14, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES10+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $28,736 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,300 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $7,410 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,818 | $85,515-39.4% | $112,040-53.8% | $67,986-23.8% |
| Participation rate | 70.0% | 68.2%+1.8pp | 76.5%-6.4pp | 57.2%+12.8pp |
| Annual return | 16.18% | 29.68%-13.5pp | 24.52%-8.3pp | 31.67%-15.5pp |
| Employer contribution / active EE | $1,187 | $2,191-45.8% | $2,954-59.8% | $2,019-41.2% |
| Participant deferral / active EE | $2,763 | $4,014-31.2% | $5,098-45.8% | $3,358-17.7% |
| Admin fee / account holder | $95 | $3,774-97.5% | $12,098-99.2% | $3,203-97.0% |