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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $61,313 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $11,239 |
RAYMOND JAMES FINANCIAL SERVICES6+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 49 · EIN 59-1531281 | Other Services | $10,918 |
RAYMOND JAMES FINANCIAL SERVICES6+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $2,029 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $191,467 | $98,760+93.9% | $149,715+27.9% | $79,858+139.8% |
| Participation rate | 87.7% | 75.8%+11.9pp | 82.5%+5.2pp | 69.6%+18.0pp |
| Annual return | 23.09% | 27.43%-4.3pp | 276.66%-253.6pp | 31.72%-8.6pp |
| Employer contribution / active EE | $2,263 | $3,217-29.7% | $4,645-51.3% | $2,471-8.4% |
| Participant deferral / active EE | $7,487 | $5,681+31.8% | $6,842+9.4% | $3,740+100.2% |
| Admin fee / account holder | $510 | $6,053-91.6% | $9,310-94.5% | $5,306-90.4% |