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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES4+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $17,928 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,739 |
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 | $35,291 | $42,548-17.1% | $74,551-52.7% | $56,289-37.3% |
| Participation rate | 87.0% | 60.5%+26.5pp | 69.1%+17.8pp | 69.9%+17.1pp |
| Annual return | -5.80% | 12.40%-18.2pp | 32.53%-38.3pp | -9.96%+4.2pp |
| Employer contribution / active EE | $2,605 | $855+204.7% | $1,961+32.9% | $2,111+23.4% |
| Participant deferral / active EE | $5,188 | $2,277+127.8% | $3,108+66.9% | $3,350+54.9% |
| Admin fee / account holder | $18 | $467-96.1% | $5,059-99.6% | $521-96.5% |