Filed May 11, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 49 · EIN 59-1531281 | Other Services | $30,903 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,100 |
Service code 49 · EIN 90-0792199 | Other Services | $5,520 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $412 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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 | $42,271 | $47,977-11.9% | $154,108-72.6% | $56,289-24.9% |
| Participation rate | 84.5% | 66.2%+18.4pp | 83.0%+1.5pp | 69.9%+14.7pp |
| Annual return | -4.81% | 3.54%-8.3pp | 735.21%-740.0pp | -9.96%+5.1pp |
| Employer contribution / active EE | $1,027 | $2,169-52.6% | $5,298-80.6% | $2,111-51.3% |
| Participant deferral / active EE | $3,411 | $2,392+42.6% | $5,081-32.9% | $3,350+1.8% |
| Admin fee / account holder | $50 | $438-88.5% | $13,411-99.6% | $521-90.4% |