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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,247 |
EDWARD JONES6+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $25,756 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $24,168 | $52,293-53.8% | $178,499-86.5% | $73,412-67.1% |
| Participation rate | 77.2% | 65.3%+11.9pp | 81.9%-4.7pp | 72.2%+5.1pp |
| Annual return | 13.48% | 34.75%-21.3pp | 151.10%-137.6pp | 59.30%-45.8pp |
| Employer contribution / active EE | $873 | $1,735-49.7% | $5,011-82.6% | $2,234-60.9% |
| Participant deferral / active EE | $2,456 | $2,332+5.3% | $5,202-52.8% | $3,806-35.5% |
| Admin fee / account holder | $128 | $127+0.2% | $13,986-99.1% | $158-19.1% |