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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 49 · EIN 59-1237041 | Other Services | $11,307 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,228 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $7,372 | $44,989-83.6% | $170,435-95.7% | $77,958-90.5% |
| Participation rate | 46.8% | 64.6%-17.8pp | 83.6%-36.8pp | 71.6%-24.9pp |
| Annual return | 15.44% | 19.61%-4.2pp | 205.94%-190.5pp | 20.87%-5.4pp |
| Employer contribution / active EE | $475 | $1,466-67.6% | $5,432-91.3% | $2,310-79.5% |
| Participant deferral / active EE | $171 | $2,208-92.2% | $4,939-96.5% | $3,537-95.2% |
| Admin fee / account holder | $15 | $69-78.8% | $13,881-99.9% | $97-85.0% |