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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,694 |
Service code 13 · EIN 64-0765749 4 RIVER BEND PLACE, SUITE 125 · JACKSON, MS 39232 | Contract Administrator | $11,130 |
CARR, RIGGS & INGRAM, LLC4+ years Filed as: CARR RIGGS AND INGRAMN Service code 10 · EIN 72-1396621 | Accounting | $9,450 |
Filed as: MARTIN MARTIN RANDALL & ASSOCIATES Service code 13 | Contract Administrator | $0 |
RAYMOND JAMES FINANCIAL SERVICES4+ 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,903 | $37,196-62.6% | $154,107-91.0% | $55,725-75.1% |
| Participation rate | 77.7% | 64.1%+13.6pp | 83.0%-5.3pp | 70.9%+6.9pp |
| Annual return | -8.70% | 1319.68%-1328.4pp | 735.12%-743.8pp | 244.93%-253.6pp |
| Employer contribution / active EE | $659 | $1,614-59.2% | $5,298-87.6% | $2,078-68.3% |
| Participant deferral / active EE | $1,240 | $2,068-40.0% | $5,081-75.6% | $3,356-63.0% |
| Admin fee / account holder | $177 | $102+74.6% | $13,411-98.7% | $115+54.0% |