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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $12,157 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,997 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $21,023 | $72,770-71.1% | $67,652-68.9% | $55,191-61.9% |
| Participation rate | 78.3% | 78.8%-0.5pp | 75.7%+2.6pp | 69.2%+9.1pp |
| Annual return | 0.01% | -3.26%+3.3pp | 6625.40%-6625.4pp | 10.78%-10.8pp |
| Employer contribution / active EE | $578 | $1,769-67.3% | $2,266-74.5% | $1,899-69.6% |
| Participant deferral / active EE | $1,791 | $3,408-47.5% | $3,560-49.7% | $3,046-41.2% |
| Admin fee / account holder | $26 | $79-67.4% | $4,821-99.5% | $91-71.7% |