Filed July 31, 2015
Total covered: 13 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $122,507 |
ASCENSUS LLC8+ years Filed as: ACCESS RETIREMENT SERVICES LLC Service code 13 · EIN 62-1700633 | Contract Administrator | $49,616 |
RAYMOND JAMES FINANCIAL SERVICES8+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $29,981 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,738 | $63,321-64.1% | $68,794-66.9% | $77,906-70.8% |
| Participation rate | 54.6% | 71.1%-16.5pp | 69.0%-14.4pp | 73.7%-19.1pp |
| Annual return | -13.27% | -6.50%-6.8pp | -6.37%-6.9pp | 12.16%-25.4pp |
| Employer contribution / active EE | $575 | $2,794-79.4% | $2,656-78.4% | $2,846-79.8% |
| Participant deferral / active EE | $1,538 | $4,029-61.8% | $3,941-61.0% | $4,805-68.0% |
| Admin fee / account holder | $131 | $104+25.7% | $4,934-97.3% | $133-1.1% |