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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,754 |
Service code 13 · EIN 64-0765749 4 RIVER BEND PLACE, SUITE 125 · JACKSON, MS 39232 | Contract Administrator | $15,700 |
CARR, RIGGS & INGRAM, LLC1+ years Filed as: CARR RIGGS AND INGRAMN Service code 10 · EIN 72-1396621 | Accounting | $8,500 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 49 · EIN 59-1531281 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,939 | $37,117-70.5% | $147,617-92.6% | $55,191-80.2% |
| Participation rate | 76.7% | 63.6%+13.1pp | 84.6%-7.9pp | 69.2%+7.5pp |
| Annual return | -1.71% | 3.44%-5.2pp | 61.98%-63.7pp | 10.78%-12.5pp |
| Employer contribution / active EE | $702 | $1,620-56.7% | $5,564-87.4% | $1,899-63.0% |
| Participant deferral / active EE | $1,300 | $1,985-34.5% | $4,895-73.5% | $3,046-57.3% |
| Admin fee / account holder | $142 | $86+66.1% | $11,612-98.8% | $91+56.6% |