Filed October 23, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,757 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $8,228 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 49 · EIN 59-1237041 | Other Services | $8,153 |
PLANNING CORP OF AMERICA1+ years Service code 49 · EIN 52-1521627 | Other Services | $7,021 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,648 | $37,117-65.9% | $147,617-91.4% | $55,191-77.1% |
| Participation rate | 93.5% | 63.6%+29.9pp | 84.6%+8.9pp | 69.2%+24.3pp |
| Annual return | 0.31% | 3.44%-3.1pp | 61.98%-61.7pp | 10.78%-10.5pp |
| Employer contribution / active EE | $1,571 | $1,620-3.0% | $5,564-71.8% | $1,899-17.3% |
| Participant deferral / active EE | $2,089 | $1,985+5.2% | $4,895-57.3% | $3,046-31.4% |
| Admin fee / account holder | $42 | $86-51.2% | $11,612-99.6% | $91-54.0% |