Filed May 11, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,435 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $35,498 |
Filed as: THE RIVERGROUP ADMINISTRATION SVCS Service code 49 | Other Services | $6,105 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $150 |
Service code 49 · EIN 90-0792199 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,088 | $65,125-33.8% | $143,797-70.0% | $66,949-35.6% |
| Participation rate | 89.3% | 65.2%+24.1pp | 80.3%+8.9pp | 69.8%+19.4pp |
| Annual return | -15.96% | -11.13%-4.8pp | -0.04%-15.9pp | 1.57%-17.5pp |
| Employer contribution / active EE | $1,499 | $2,362-36.6% | $4,952-69.7% | $2,545-41.1% |
| Participant deferral / active EE | $4,467 | $2,920+53.0% | $5,638-20.8% | $4,239+5.4% |
| Admin fee / account holder | $136 | $503-72.9% | $14,679-99.1% | $594-77.1% |