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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES3+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $17,869 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,122 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $71,952 | $67,602+6.4% | $82,312-12.6% | $70,126+2.6% |
| Participation rate | 90.2% | 72.8%+17.4pp | 76.9%+13.3pp | 69.5%+20.7pp |
| Annual return | 17.40% | 21.57%-4.2pp | 25.88%-8.5pp | 73.15%-55.8pp |
| Employer contribution / active EE | $4,620 | $1,755+163.2% | $2,428+90.2% | $2,343+97.2% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $33 | $4,512-99.3% | $5,608-99.4% | $4,645-99.3% |