Filed May 11, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 49 · EIN 59-1531281 | Other Services | $24,107 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,490 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $382 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $44,662 | $46,360-3.7% | $147,617-69.7% | $52,331-14.7% |
| Participation rate | 78.5% | 64.9%+13.5pp | 84.6%-6.1pp | 68.1%+10.4pp |
| Annual return | -0.84% | 1.62%-2.5pp | 61.98%-62.8pp | 4.54%-5.4pp |
| Employer contribution / active EE | $1,591 | $2,126-25.2% | $5,564-71.4% | $1,882-15.5% |
| Participant deferral / active EE | $2,625 | $2,258+16.3% | $4,895-46.4% | $3,022-13.1% |
| Admin fee / account holder | $45 | $766-94.1% | $11,612-99.6% | $592-92.4% |