Filed November 14, 2019
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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES9 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $25,199 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,365 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $7,300 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,140 | $79,209-49.3% | $102,434-60.8% | $74,459-46.1% |
| Participation rate | 68.7% | 74.8%-6.1pp | 76.5%-7.8pp | 67.2%+1.4pp |
| Annual return | 11.54% | 54.98%-43.4pp | 29.46%-17.9pp | 1369.70%-1358.2pp |
| Employer contribution / active EE | $1,105 | $2,362-53.2% | $3,023-63.5% | $2,626-57.9% |
| Participant deferral / active EE | $2,554 | $4,417-42.2% | $5,055-49.5% | $4,350-41.3% |
| Admin fee / account holder | $89 | $2,002-95.6% | $9,462-99.1% | $1,945-95.4% |