Filed July 31, 2015
Total covered: 13 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $82,964 |
ASCENSUS LLC1+ years Filed as: ACCESS RETIREMENT SERVICES LLC Service code 13 · EIN 62-1700633 | Contract Administrator | $41,394 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $29,970 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,421 | $39,458-15.3% | $60,547-44.8% | $55,191-39.4% |
| Participation rate | 42.4% | 59.6%-17.2pp | 68.0%-25.6pp | 69.2%-26.7pp |
| Annual return | -1.38% | 3.35%-4.7pp | 335.64%-337.0pp | 10.78%-12.2pp |
| Employer contribution / active EE | $522 | $1,210-56.9% | $2,419-78.4% | $1,899-72.5% |
| Participant deferral / active EE | $1,303 | $2,140-39.1% | $3,328-60.8% | $3,046-57.2% |
| Admin fee / account holder | $277 | $95+191.4% | $4,536-93.9% | $91+205.4% |