Filed May 11, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES5+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 49 · EIN 59-1531281 | Other Services | $29,932 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,429 |
Service code 49 · EIN 90-0792199 | Other Services | $5,330 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $241 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $52,406 | $52,967-1.1% | $172,753-69.7% | $65,186-19.6% |
| Participation rate | 84.8% | 66.2%+18.6pp | 82.6%+2.1pp | 70.2%+14.6pp |
| Annual return | 24.49% | 30.12%-5.6pp | 803.00%-778.5pp | 29.39%-4.9pp |
| Employer contribution / active EE | $1,087 | $2,190-50.4% | $5,144-78.9% | $2,177-50.1% |
| Participant deferral / active EE | $3,471 | $2,471+40.5% | $5,198-33.2% | $3,514-1.2% |
| Admin fee / account holder | $60 | $472-87.3% | $13,956-99.6% | $847-92.9% |