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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES FINANCIAL SVCS Service code 27 · EIN 59-2937883 570 N ASBURY STREET · ST PAUL, MN 55104 | Advisory (Plan) | $9,653 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 111 WEST STATE ST · MASON CITY, IA 50401 | Contract Administrator | $7,101 |
THE RETIREMENT ADVANTAGE INC1+ years Filed as: THE RETIREMENT ADVANTAGE Service code 13 · EIN 39-1816008 47 PARK PLACE, SUITE 850 · APPLETON, WI 54914 | Contract Administrator | $6,859 |
THE RETIREMENT ADVANTAGE INC1+ years Service code 49 | Other Services | $1,119 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,427 | $22,714-49.7% | $59,496-80.8% | $55,191-79.3% |
| Participation rate | 10.1% | 37.5%-27.3pp | 54.6%-44.4pp | 69.2%-59.0pp |
| Annual return | -3.40% | -44.01%+40.6pp | 182.05%-185.4pp | 10.78%-14.2pp |
| Employer contribution / active EE | $0 | $418-100.0% | $1,153-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $217 | $843-74.3% | $1,829-88.1% | $3,046-92.9% |
| Admin fee / account holder | $265 | $83+218.4% | $2,232-88.1% | $91+192.3% |