Filed November 14, 2022 (most recent of 2 filings on file)
Total covered: 61 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $233,847 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $89,958 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,639 | $53,254+27.0% | $155,574-56.5% | $199,921-66.2% |
| Participation rate | 98.1% | 64.1%+34.0pp | 78.2%+19.9pp | 72.0%+26.1pp |
| Annual return | 14.46% | 41.18%-26.7pp | 64.87%-50.4pp | 34.28%-19.8pp |
| Employer contribution / active EE | $3,303 | $1,848+78.7% | $4,676-29.4% | $3,035+8.8% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $5,629-100.0% | $5,089-100.0% |
| Admin fee / account holder | $163 | $186-12.1% | $15,914-99.0% | $269-39.4% |