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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $31,478 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,331 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $21,184 | $37,117-42.9% | $147,617-85.6% | $55,191-61.6% |
| Participation rate | 71.2% | 63.6%+7.5pp | 84.6%-13.5pp | 69.2%+2.0pp |
| Annual return | -0.13% | 3.44%-3.6pp | 61.98%-62.1pp | 10.78%-10.9pp |
| Employer contribution / active EE | $884 | $1,620-45.5% | $5,564-84.1% | $1,899-53.4% |
| Participant deferral / active EE | $1,126 | $1,985-43.3% | $4,895-77.0% | $3,046-63.0% |
| Admin fee / account holder | $50 | $86-41.0% | $11,612-99.6% | $91-44.4% |