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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIAT Service code 27 · EIN 59-1237041 | Advisory (Plan) | $33,453 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,098 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $20,872 | $37,213-43.9% | $156,551-86.7% | $63,975-67.4% |
| Participation rate | 73.3% | 65.0%+8.3pp | 84.0%-10.7pp | 71.1%+2.2pp |
| Annual return | 6.63% | 47.89%-41.3pp | 32.23%-25.6pp | 48.65%-42.0pp |
| Employer contribution / active EE | $924 | $1,357-31.9% | $5,501-83.2% | $2,182-57.7% |
| Participant deferral / active EE | $1,174 | $2,070-43.3% | $4,871-75.9% | $3,356-65.0% |
| Admin fee / account holder | $49 | $56-12.8% | $13,028-99.6% | $70-30.3% |