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 | $289,607 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $106,358 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,098 | $53,254+22.2% | $155,574-58.2% | $199,921-67.4% |
| Participation rate | 98.7% | 64.1%+34.6pp | 78.2%+20.5pp | 72.0%+26.7pp |
| Annual return | 14.57% | 41.18%-26.6pp | 64.87%-50.3pp | 34.28%-19.7pp |
| Employer contribution / active EE | $2 | $1,848-99.9% | $4,676-100.0% | $3,035-99.9% |
| Participant deferral / active EE | $5,280 | $3,165+66.8% | $5,629-6.2% | $5,089+3.8% |
| Admin fee / account holder | $163 | $186-12.0% | $15,914-99.0% | $269-39.4% |