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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL Service code 27 · EIN 59-2931883 | Advisory (Plan) | $38,484 |
Filed as: MARTIN MARTIN RANDALL & ASSOC, INC Service code 11 · EIN 64-0765749 | Actuarial | $21,420 |
CARR, RIGGS & INGRAM, LLC5+ years Filed as: CARR RIGGS AND INGRAM Service code 10 · EIN 72-1396621 | Accounting | $13,129 |
Filed as: PRINCIPAL FINANCIAL ADVISORS Service code 27 · EIN 52-1523364 | Advisory (Plan) | $12,197 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,080 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $186,381-100.0% | $428,620-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 28.2%-28.2pp | 46.0%-46.0pp | 13.0%-13.0pp |
| Annual return | 18.13% | 12.39%+5.7pp | 20.73%-2.6pp | 13.59%+4.5pp |
| Employer contribution / active EE | $39,104 | $14,456+170.5% | $36,503+7.1% | $14,592+168.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $77-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,031-100.0% | $7,495-100.0% | $29,657-100.0% |