Filed November 14, 2019
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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $13,865 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,007 |
Filed as: WILSHIRE ASSICAITES INCORPORATED Service code 27 | Advisory (Plan) | $0 |
Filed as: WISLSHIRE ASSOCIATES Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,638 | $64,909-55.9% | $82,313-65.2% | $62,293-54.0% |
| Participation rate | 55.0% | 74.9%-19.8pp | 76.9%-21.9pp | 69.5%-14.5pp |
| Annual return | 15.22% | 21.18%-6.0pp | 25.88%-10.7pp | 28.90%-13.7pp |
| Employer contribution / active EE | $705 | $1,676-57.9% | $2,428-71.0% | $2,042-65.5% |
| Participant deferral / active EE | $1,668 | $3,103-46.3% | $3,706-55.0% | $3,169-47.4% |
| Admin fee / account holder | $123 | $440-72.0% | $5,608-97.8% | $479-74.3% |