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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $85,604 |
FIRST WESTERN TRUST BANK5 years Service code 27 · EIN 27-0083757 | Advisory (Plan) | $24,379 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $23,853 |
Filed as: RAYMOND JAMES & ASSOCIATES , INC. Service code 27 | Advisory (Plan) | $13,394 |
NOVA 401(K) ASSOCIATES1 year Filed as: NOVA 401(K) ASSOCIATES, INC. Service code 13 · EIN 20-1181458 | Contract Administrator | $10,810 |
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 | $26,483 | $39,948-33.7% | $89,435-70.4% | $73,412-63.9% |
| Participation rate | 95.7% | 50.4%+45.3pp | 68.0%+27.7pp | 72.2%+23.5pp |
| Annual return | 11.21% | 50.12%-38.9pp | 245.55%-234.3pp | 59.30%-48.1pp |
| Employer contribution / active EE | $613 | $1,200-48.9% | $2,587-76.3% | $2,234-72.5% |
| Participant deferral / active EE | $3,247 | $2,193+48.1% | $3,890-16.5% | $3,806-14.7% |
| Admin fee / account holder | $199 | $134+48.5% | $4,884-95.9% | $158+26.2% |