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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,971 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $20,734 |
WILSHIRE ASSOCIATES INCORPORATED7+ 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,574 | $56,511-79.5% | $185,837-93.8% | $86,813-86.7% |
| Participation rate | 48.5% | 65.5%-17.0pp | 81.7%-33.2pp | 72.3%-23.8pp |
| Annual return | 12.79% | 118.12%-105.3pp | 122.08%-109.3pp | 97.93%-85.1pp |
| Employer contribution / active EE | $569 | $1,844-69.2% | $5,168-89.0% | $2,406-76.4% |
| Participant deferral / active EE | $372 | $2,554-85.5% | $5,568-93.3% | $4,131-91.0% |
| Admin fee / account holder | $102 | $150-31.8% | $16,241-99.4% | $170-39.8% |