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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE COMAPNY Service code 13 · EIN 42-0127290 | Contract Administrator | $64,787 |
HEARD MCELROY & VESTAL, LLC5 years Filed as: HEARD, MCELROY & VESTAL, LLC Service code 13 · EIN 72-0398470 333 TEXAS STREET, 15TH FLOOR · SHREVEPORT, LA 71101 | Contract Administrator | $24,810 |
EDWARD JONES2 years Service code 27 | Advisory (Plan) | $23,391 |
HEARD MCELROY & VESTAL, LLC2 years Service code 13 | Contract Administrator | $3,179 |
Filed as: EDWARD D. JONES & CO. Service code 27 · EIN 43-0345811 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS, LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,052 | $89,465-78.7% | $165,071-88.5% | $77,736-75.5% |
| Participation rate | 92.9% | 78.6%+14.2pp | 78.6%+14.3pp | 70.6%+22.3pp |
| Annual return | 10.58% | 28.86%-18.3pp | 70.17%-59.6pp | 31.26%-20.7pp |
| Employer contribution / active EE | $767 | $2,565-70.1% | $4,347-82.3% | $2,728-71.9% |
| Participant deferral / active EE | $2,315 | $4,904-52.8% | $6,035-61.6% | $4,651-50.2% |
| Admin fee / account holder | $212 | $340-37.5% | $12,695-98.3% | $433-51.0% |