Filed May 1, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES AND ASSO INC Service code 16 · EIN 59-1237041 | Consulting | $26,138 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $20,421 |
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $8,822 |
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 | $16,680 | $38,165-56.3% | $189,758-91.2% | $69,255-75.9% |
| Participation rate | 93.8% | 66.7%+27.1pp | 79.8%+14.0pp | 69.0%+24.7pp |
| Annual return | 10.80% | 14.65%-3.9pp | 52.62%-41.8pp | 26.73%-15.9pp |
| Employer contribution / active EE | $1,121 | $1,589-29.5% | $4,767-76.5% | $2,645-57.6% |
| Participant deferral / active EE | $4,177 | $2,073+101.5% | $5,856-28.7% | $2,890+44.5% |
| Admin fee / account holder | $41 | $714-94.3% | $20,388-99.8% | $733-94.4% |