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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES3+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $13,815 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,446 |
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 | $39,075 | $51,466-24.1% | $78,778-50.4% | $62,293-37.3% |
| Participation rate | 88.1% | 59.8%+28.3pp | 69.2%+18.9pp | 69.5%+18.6pp |
| Annual return | 24.21% | 19.96%+4.3pp | 35.62%-11.4pp | 28.90%-4.7pp |
| Employer contribution / active EE | $2,845 | $827+243.9% | $1,986+43.3% | $2,042+39.3% |
| Participant deferral / active EE | $5,759 | $2,147+168.2% | $2,958+94.7% | $3,169+81.7% |
| Admin fee / account holder | $20 | $489-96.0% | $5,134-99.6% | $479-95.9% |