Filed September 20, 2022 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 711 HIGH ST · DES MOINES, IA 50392 | Contract Administrator | $43,278 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,097 | $40,435-45.4% | $80,627-72.6% | $74,460-70.3% |
| Participation rate | 22.5% | 47.4%-24.9pp | 67.0%-44.5pp | 70.7%-48.2pp |
| Annual return | 18.41% | 165.19%-146.8pp | 936.76%-918.4pp | 34.38%-16.0pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,723-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $2,168 | $2,673-18.9% | $4,443-51.2% | $4,530-52.1% |
| Admin fee / account holder | $130 | $721-81.9% | $5,381-97.6% | $348-62.6% |