Filed May 11, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,356 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $42,802 |
Filed as: THE RIVERGROUP ADMINISTRATION SVCS Service code 49 | Other Services | $7,796 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $250 |
Service code 49 · EIN 90-0792199 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,769 | $50,815-9.9% | $155,509-70.6% | $77,643-41.1% |
| Participation rate | 89.7% | 63.1%+26.6pp | 78.2%+11.6pp | 70.6%+19.2pp |
| Annual return | 11.66% | 34.80%-23.1pp | 64.67%-53.0pp | 31.24%-19.6pp |
| Employer contribution / active EE | $1,539 | $1,993-22.7% | $4,672-67.1% | $2,726-43.5% |
| Participant deferral / active EE | $4,436 | $2,822+57.2% | $5,626-21.2% | $4,647-4.5% |
| Admin fee / account holder | $141 | $437-67.7% | $15,912-99.1% | $430-67.2% |