Filed January 13, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Particip... | $73,662 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIAT Service code 27 · EIN 59-1237041 | Advisory (Plan) | $43,200 |
WARNER NORCROSS & JUDD LLP1+ years Service code 29 · EIN 38-1422647 | Legal | $19,567 |
PLANTE & MORAN, PLLC1+ years Service code 10 · EIN 38-1357951 | Accounting | $7,750 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,659 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $19,828 | $34,220-42.1% | $73,836-73.1% | $59,188-66.5% |
| Participation rate | 88.6% | 59.1%+29.4pp | 73.4%+15.1pp | 69.4%+19.1pp |
| Annual return | -2.68% | 3.36%-6.0pp | 2268.06%-2270.7pp | 5.51%-8.2pp |
| Employer contribution / active EE | $1,419 | $1,480-4.1% | $2,787-49.1% | $2,098-32.4% |
| Participant deferral / active EE | $1,825 | $2,035-10.3% | $3,583-49.1% | $3,265-44.1% |
| Admin fee / account holder | $80 | $64+25.1% | $4,882-98.4% | $92-13.1% |