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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $250,501 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $93,287 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,501 | $50,151+12.7% | $149,696-62.3% | $80,157-29.5% |
| Participation rate | 98.7% | 64.3%+34.4pp | 78.8%+19.9pp | 72.9%+25.7pp |
| Annual return | 17.13% | 29.80%-12.7pp | 134.46%-117.3pp | 40.39%-23.3pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $4,821-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $5,217 | $3,194+63.3% | $5,682-8.2% | $5,015+4.0% |
| Admin fee / account holder | $136 | $153-10.7% | $13,212-99.0% | $145-5.9% |