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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $7,500 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,949 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,624 | $57,976-23.0% | $62,995-29.2% | $62,292-28.4% |
| Participation rate | 61.6% | 75.9%-14.3pp | 74.8%-13.2pp | 69.5%-7.9pp |
| Annual return | 10.79% | 17.54%-6.7pp | 87.57%-76.8pp | 28.90%-18.1pp |
| Employer contribution / active EE | $1,143 | $2,415-52.7% | $2,759-58.6% | $2,042-44.0% |
| Participant deferral / active EE | $2,840 | $2,956-3.9% | $3,329-14.7% | $3,169-10.4% |
| Admin fee / account holder | $37 | $276-86.7% | $3,600-99.0% | $479-92.3% |