Filed June 6, 2022
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,078 |
EDWARD JONES2+ years Service code 49 · EIN 43-0345811 | Other Services | $8,465 |
Service code 27 · EIN 95-2755361 | 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.
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 | $51,861 | $54,368-4.6% | $117,039-55.7% | $62,293-16.7% |
| Participation rate | 68.7% | 64.9%+3.7pp | 77.2%-8.5pp | 69.5%-0.9pp |
| Annual return | 9.51% | 21.77%-12.3pp | 18.95%-9.4pp | 28.90%-19.4pp |
| Employer contribution / active EE | $1,140 | $1,692-32.6% | $3,785-69.9% | $2,042-44.2% |
| Participant deferral / active EE | $2,056 | $2,269-9.4% | $3,929-47.7% | $3,169-35.1% |
| Admin fee / account holder | $190 | $493-61.4% | $5,974-96.8% | $479-60.3% |