See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES5+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 49 · EIN 59-1531281 | Other Services | $49,576 |
Service code 13 · EIN 64-0765749 4 RIVER BEND PLACE, SUITE 125 · JACKSON, MS 39232 | Contract Administrator | $37,195 |
CARR, RIGGS & INGRAM, LLC5+ years Filed as: CARR RIGGS AND INGRAMN Service code 10 · EIN 72-1396621 | Accounting | $25,499 |
NATIONWIDE1 year Service code 13 | Contract Administrator | $13,030 |
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 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,823 | $62,928-71.7% | $172,739-89.7% | $67,579-73.6% |
| Participation rate | 76.0% | 64.5%+11.6pp | 82.6%-6.6pp | 71.3%+4.7pp |
| Annual return | 20.62% | 30.36%-9.7pp | 802.84%-782.2pp | 378.56%-357.9pp |
| Employer contribution / active EE | $681 | $1,636-58.4% | $5,143-86.8% | $2,148-68.3% |
| Participant deferral / active EE | $1,268 | $2,145-40.9% | $5,198-75.6% | $3,539-64.2% |
| Admin fee / account holder | $221 | $167+32.7% | $13,954-98.4% | $142+55.5% |