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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,655 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $6,998 |
Participant 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 | $49,432 | $100,895-51.0% | $90,430-45.3% | $158,950-68.9% |
| Participation rate | 73.9% | 75.0%-1.1pp | 72.7%+1.2pp | 82.0%-8.0pp |
| Annual return | 16.75% | 1725.54%-1708.8pp | 1293.73%-1277.0pp | 302.91%-286.2pp |
| Employer contribution / active EE | $2,471 | $3,689-33.0% | $3,262-24.3% | $4,762-48.1% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $136 | $6,505-97.9% | $5,613-97.6% | $11,248-98.8% |