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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES FINANCIAL SVCS Service code 27 · EIN 59-2937883 570 N ASBURY STREET · ST PAUL, MN 55104 | Advisory (Plan) | $13,729 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 111 WEST STATE ST · MASON CITY, IA 50401 | Contract Administrator | $10,145 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,580 | $28,416-45.2% | $73,550-78.8% | $69,631-77.6% |
| Participation rate | 9.5% | 38.3%-28.8pp | 54.9%-45.4pp | 70.7%-61.1pp |
| Annual return | 17.64% | -694.13%+711.8pp | -15.16%+32.8pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $0 | $430-100.0% | $1,219-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $237 | $897-73.5% | $1,804-86.8% | $3,224-92.6% |
| Admin fee / account holder | $262 | $104+151.0% | $2,320-88.7% | $110+137.1% |