Filed July 15, 2024
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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 49 · EIN 59-1531281 | Other Services | $62,691 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,044 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,305 | $39,859+38.8% | $78,676-29.7% | $57,658-4.1% |
| Participation rate | 80.4% | 66.1%+14.3pp | 73.6%+6.9pp | 70.2%+10.2pp |
| Annual return | 1.81% | 18.96%-17.1pp | 62.19%-60.4pp | 5.13%-3.3pp |
| Employer contribution / active EE | $1,905 | $1,786+6.7% | $2,850-33.1% | $1,974-3.5% |
| Participant deferral / active EE | $4,222 | $2,248+87.8% | $3,517+20.1% | $3,061+37.9% |
| Admin fee / account holder | $26 | $76-65.7% | $4,510-99.4% | $95-72.4% |