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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,713 |
EDWARD JONES5+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $21,655 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,932 | $62,928-55.6% | $172,752-83.8% | $67,579-58.7% |
| Participation rate | 46.3% | 64.5%-18.1pp | 82.6%-36.3pp | 71.3%-24.9pp |
| Annual return | 23.63% | 30.36%-6.7pp | 802.97%-779.3pp | 378.56%-354.9pp |
| Employer contribution / active EE | $690 | $1,636-57.8% | $5,144-86.6% | $2,148-67.9% |
| Participant deferral / active EE | $1,901 | $2,145-11.4% | $5,198-63.4% | $3,539-46.3% |
| Admin fee / account holder | $152 | $167-8.8% | $13,955-98.9% | $142+6.9% |