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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,516 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 49 · EIN 59-1237041 | Other Services | $8,574 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $7,506 | $37,117-79.8% | $147,617-94.9% | $55,191-86.4% |
| Participation rate | 44.0% | 63.6%-19.6pp | 84.6%-40.6pp | 69.2%-25.1pp |
| Annual return | 1.52% | 3.44%-1.9pp | 61.98%-60.5pp | 10.78%-9.3pp |
| Employer contribution / active EE | $682 | $1,620-57.9% | $5,564-87.7% | $1,899-64.1% |
| Participant deferral / active EE | $195 | $1,985-90.2% | $4,895-96.0% | $3,046-93.6% |
| Admin fee / account holder | $42 | $86-50.7% | $11,612-99.6% | $91-53.5% |