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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2+ years Service code 49 · EIN 43-0345811 | Other Services | $13,338 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,972 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $62,000 | $60,349+2.7% | $74,184-16.4% | $62,881-1.4% |
| Participation rate | 86.0% | 72.7%+13.3pp | 76.6%+9.4pp | 69.3%+16.7pp |
| Annual return | 7.13% | 21.38%-14.2pp | 17.74%-10.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $4,301 | $1,680+156.0% | $2,370+81.5% | $2,281+88.6% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $41 | $4,261-99.0% | $5,586-99.3% | $4,296-99.0% |