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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $70,179 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 49 · EIN 59-1531281 | Other Services | $18,715 |
CETERA ADVISOR NETWORKS LLC4+ years Service code 49 · EIN 95-3845382 | Other Services | $5,832 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,440 | $37,196+35.6% | $154,111-67.3% | $55,725-9.5% |
| Participation rate | 43.1% | 64.1%-21.0pp | 83.0%-39.9pp | 70.9%-27.8pp |
| Annual return | -1.69% | 1319.68%-1321.4pp | 735.18%-736.9pp | 244.93%-246.6pp |
| Employer contribution / active EE | $892 | $1,614-44.7% | $5,298-83.2% | $2,078-57.1% |
| Participant deferral / active EE | $2,094 | $2,068+1.2% | $5,081-58.8% | $3,356-37.6% |
| Admin fee / account holder | $86 | $102-14.9% | $13,411-99.4% | $115-24.9% |