See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
QBI, LLC4 years Filed as: QBI LLC Service code 49 | Other Services | $0 |
QBI, LLC5+ years Service code 49 · EIN 26-2768667 | Other Services | $0 |
RAYMOND JAMES FINANCIAL SERVICES5+ years Filed as: RAYMOND JAMES & ASSOCIATES Service code 49 · EIN 59-1237041 | Other Services | $0 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 49 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $117,778 | $89,652+31.4% | $141,162-16.6% | $65,185+80.7% |
| Participation rate | 73.7% | 74.7%-1.0pp | 82.5%-8.8pp | 70.2%+3.5pp |
| Annual return | 18.98% | 32.79%-13.8pp | 71.39%-52.4pp | 29.38%-10.4pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $6,033 | $5,691+6.0% | $6,709-10.1% | $3,514+71.7% |
| Admin fee / account holder | $31 | $569-94.5% | $10,261-99.7% | $847-96.3% |