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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES8+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $20,474 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,974 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $59,470 | $71,872-17.3% | $86,691-31.4% | $68,495-13.2% |
| Participation rate | 91.3% | 72.2%+19.1pp | 76.6%+14.7pp | 67.9%+23.4pp |
| Annual return | -13.51% | 3.53%-17.0pp | 35.94%-49.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $5,978 | $2,173+175.1% | $2,837+110.7% | $2,596+130.2% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $68 | $6,112-98.9% | $7,492-99.1% | $5,403-98.7% |