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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $22,872 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,101 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES INC. Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES, INC. Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,400 | $88,324-72.4% | $115,038-78.8% | $55,191-55.8% |
| Participation rate | 56.6% | 72.5%-15.9pp | 81.4%-24.8pp | 69.2%-12.5pp |
| Annual return | 0.91% | 6.30%-5.4pp | 26.14%-25.2pp | 10.78%-9.9pp |
| Employer contribution / active EE | $1,330 | $2,805-52.6% | $4,608-71.1% | $1,899-30.0% |
| Participant deferral / active EE | $2,471 | $5,042-51.0% | $6,026-59.0% | $3,046-18.9% |
| Admin fee / account holder | $24 | $105-77.0% | $8,175-99.7% | $91-73.3% |