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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES6+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 49 · EIN 59-1237041 | Other Services | $12,684 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,168 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,004 | $52,293-79.0% | $178,503-93.8% | $73,412-85.0% |
| Participation rate | 50.0% | 65.3%-15.3pp | 81.9%-31.9pp | 72.2%-22.2pp |
| Annual return | 14.91% | 34.75%-19.8pp | 151.12%-136.2pp | 59.30%-44.4pp |
| Employer contribution / active EE | $632 | $1,736-63.6% | $5,011-87.4% | $2,234-71.7% |
| Participant deferral / active EE | $294 | $2,333-87.4% | $5,202-94.4% | $3,806-92.3% |
| Admin fee / account holder | $24 | $127-81.1% | $13,987-99.8% | $158-84.8% |