Filed May 11, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 49 · EIN 59-1531281 | Other Services | $28,231 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,440 |
Service code 49 · EIN 90-0792199 | Other Services | $5,143 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $370 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $50,174 | $55,453-9.5% | $170,435-70.6% | $62,293-19.5% |
| Participation rate | 84.1% | 66.4%+17.8pp | 83.6%+0.5pp | 69.5%+14.6pp |
| Annual return | 17.49% | 21.38%-3.9pp | 205.94%-188.4pp | 28.90%-11.4pp |
| Employer contribution / active EE | $1,035 | $2,164-52.1% | $5,432-80.9% | $2,042-49.3% |
| Participant deferral / active EE | $3,354 | $2,303+45.6% | $4,939-32.1% | $3,169+5.8% |
| Admin fee / account holder | $55 | $455-87.8% | $13,881-99.6% | $479-88.5% |