Filed July 31, 2015
Total covered: 13 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $82,986 |
ASCENSUS LLC6+ years Filed as: ACCESS RETIREMENT SERVICES LLC Service code 13 · EIN 62-1700633 | Contract Administrator | $46,643 |
RAYMOND JAMES FINANCIAL SERVICES6+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $29,980 |
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 | $35,089 | $51,288-31.6% | $81,991-57.2% | $73,412-52.2% |
| Participation rate | 44.1% | 64.0%-19.9pp | 69.3%-25.2pp | 72.2%-28.1pp |
| Annual return | 12.00% | 29.48%-17.5pp | 41.31%-29.3pp | 59.30%-47.3pp |
| Employer contribution / active EE | $697 | $1,487-53.1% | $2,498-72.1% | $2,234-68.8% |
| Participant deferral / active EE | $1,868 | $2,715-31.2% | $3,722-49.8% | $3,806-50.9% |
| Admin fee / account holder | $200 | $125+59.4% | $5,665-96.5% | $158+26.5% |