Filed July 31, 2015
Total covered: 13 employees
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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $92,731 |
RAYMOND JAMES FINANCIAL SERVICES5+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $49,199 |
ASCENSUS LLC5+ years Filed as: ACCESS RETIREMENT SERVICES LLC Service code 13 · EIN 62-1700633 | Contract Administrator | $17,575 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,234 | $67,598-52.3% | $75,894-57.5% | $77,775-58.6% |
| Participation rate | 38.4% | 69.6%-31.2pp | 69.3%-30.9pp | 73.2%-34.9pp |
| Annual return | 18.93% | 23.18%-4.2pp | 30.76%-11.8pp | 32.58%-13.6pp |
| Employer contribution / active EE | $555 | $2,430-77.1% | $2,501-77.8% | $2,504-77.8% |
| Participant deferral / active EE | $1,381 | $3,502-60.6% | $3,603-61.7% | $3,966-65.2% |
| Admin fee / account holder | $212 | $96+119.8% | $5,420-96.1% | $100+111.6% |