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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1+ years Service code 49 · EIN 43-0345811 | Other Services | $25,966 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,581 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,213 | $88,324-60.1% | $115,038-69.4% | $55,191-36.2% |
| Participation rate | 0.9% | 72.5%-71.6pp | 81.4%-80.5pp | 69.2%-68.3pp |
| Annual return | 0.25% | 6.30%-6.0pp | 26.14%-25.9pp | 10.78%-10.5pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,858 | $5,042-43.3% | $6,026-52.6% | $3,046-6.2% |
| Admin fee / account holder | $24 | $105-77.4% | $8,175-99.7% | $91-73.7% |