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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,054 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $615 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 49 · EIN 59-1237041 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,214 | $32,425-74.7% | $74,577-89.0% | $55,167-85.1% |
| Participation rate | 59.8% | 54.0%+5.8pp | 68.1%-8.3pp | 69.0%-9.2pp |
| Annual return | -1.17% | 10.63%-11.8pp | 20.47%-21.6pp | 169.23%-170.4pp |
| Employer contribution / active EE | $376 | $1,043-63.9% | $2,525-85.1% | $1,963-80.8% |
| Participant deferral / active EE | $724 | $1,995-63.7% | $3,458-79.1% | $3,054-76.3% |
| Admin fee / account holder | $92 | $748-87.8% | $4,138-97.8% | $504-81.8% |