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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 49 · EIN 59-1237041 | Other Services | $5,957 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,328 |
Annual investment return 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 | $30,005 | $77,638-61.4% | $156,551-80.8% | $62,881-52.3% |
| Participation rate | 91.5% | 71.2%+20.3pp | 84.0%+7.5pp | 69.3%+22.2pp |
| Annual return | 4.23% | 50.33%-46.1pp | 32.23%-28.0pp | 20.14%-15.9pp |
| Employer contribution / active EE | $2,860 | $3,444-17.0% | $5,501-48.0% | $2,281+25.4% |
| Participant deferral / active EE | $1,404 | $3,046-53.9% | $4,871-71.2% | $3,203-56.2% |
| Admin fee / account holder | $41 | $5,561-99.3% | $13,028-99.7% | $4,296-99.0% |