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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $197,488 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 49 · EIN 59-1531281 | Other Services | $70,176 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant 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).
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 | $35,891 | $45,382-20.9% | $154,111-76.7% | $75,289-52.3% |
| Participation rate | 98.1% | 65.9%+32.2pp | 83.0%+15.1pp | 72.4%+25.7pp |
| Annual return | -5.31% | -0.47%-4.8pp | 735.18%-740.5pp | -0.04%-5.3pp |
| Employer contribution / active EE | $2,737 | $1,533+78.5% | $5,298-48.3% | $2,405+13.8% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $116 | $89+30.0% | $13,411-99.1% | $102+13.5% |