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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $63,917 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 49 · EIN 59-1531281 | Other Services | $26,095 |
VSR FINANCIAL SERVICES INC2+ years Service code 49 · EIN 43-1302302 | Other Services | $23,807 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,761 | $37,213-12.0% | $156,551-79.1% | $63,975-48.8% |
| Participation rate | 91.9% | 65.0%+26.9pp | 84.0%+7.9pp | 71.1%+20.8pp |
| Annual return | 9.37% | 47.89%-38.5pp | 32.23%-22.9pp | 48.65%-39.3pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $3,278 | $2,070+58.4% | $4,871-32.7% | $3,356-2.3% |
| Admin fee / account holder | $40 | $56-29.2% | $13,028-99.7% | $70-43.4% |