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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES6+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $25,625 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,745 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,856 | $54,573-12.3% | $90,970-47.4% | $73,497-34.9% |
| Participation rate | 94.2% | 61.2%+33.0pp | 69.0%+25.2pp | 70.7%+23.5pp |
| Annual return | 21.65% | 16.69%+5.0pp | 134.60%-112.9pp | 28.51%-6.9pp |
| Employer contribution / active EE | $3,285 | $991+231.3% | $2,122+54.8% | $2,270+44.7% |
| Participant deferral / active EE | $6,592 | $2,517+161.9% | $3,373+95.4% | $3,740+76.3% |
| Admin fee / account holder | $16 | $521-96.8% | $5,961-99.7% | $513-96.8% |