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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES4 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $22,462 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,486 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,548 | $73,638-17.8% | $95,964-36.9% | $73,497-17.6% |
| Participation rate | 99.1% | 76.2%+22.9pp | 77.1%+22.0pp | 70.7%+28.4pp |
| Annual return | 9.53% | 16.78%-7.2pp | 91.64%-82.1pp | 28.51%-19.0pp |
| Employer contribution / active EE | $1,204 | $1,863-35.4% | $2,541-52.6% | $2,270-47.0% |
| Participant deferral / active EE | $3,215 | $3,617-11.1% | $4,167-22.8% | $3,740-14.0% |
| Admin fee / account holder | $69 | $482-85.8% | $6,797-99.0% | $513-86.6% |