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 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,680 | $50,982-67.3% | $154,803-89.2% | $85,563-80.5% |
| Participation rate | 93.8% | 59.8%+34.0pp | 78.1%+15.7pp | 66.0%+27.8pp |
| Annual return | 10.80% | 30.35%-19.6pp | 58.88%-48.1pp | 31.51%-20.7pp |
| Employer contribution / active EE | $1,121 | $1,708-34.4% | $4,305-74.0% | $2,654-57.8% |
| Participant deferral / active EE | $4,177 | $2,474+68.8% | $5,540-24.6% | $4,375-4.5% |
| Admin fee / account holder | $41 | $846-95.2% | $14,329-99.7% | $834-95.1% |