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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,058 |
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $18,657 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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 | $17,740 | $65,118-72.8% | $76,767-76.9% | $55,725-68.2% |
| Participation rate | 75.7% | 79.6%-3.9pp | 77.0%-1.3pp | 70.9%+4.9pp |
| Annual return | -5.46% | -1.27%-4.2pp | 2.43%-7.9pp | 244.93%-250.4pp |
| Employer contribution / active EE | $339 | $1,941-82.5% | $2,485-86.4% | $2,078-83.7% |
| Participant deferral / active EE | $1,904 | $3,688-48.4% | $3,852-50.6% | $3,356-43.2% |
| Admin fee / account holder | $31 | $116-73.1% | $6,675-99.5% | $115-72.9% |