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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,646 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $15,532 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,150 | $69,305-72.4% | $82,312-76.7% | $69,631-72.5% |
| Participation rate | 82.7% | 80.3%+2.4pp | 76.9%+5.8pp | 70.7%+12.0pp |
| Annual return | 17.32% | 21.47%-4.1pp | 25.88%-8.6pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $393 | $1,887-79.2% | $2,428-83.8% | $2,032-80.7% |
| Participant deferral / active EE | $2,006 | $3,568-43.8% | $3,706-45.9% | $3,224-37.8% |
| Admin fee / account holder | $26 | $97-72.9% | $5,608-99.5% | $110-76.1% |