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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,710 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $28,440 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $67,698 | $84,487-19.9% | $125,339-46.0% | $66,914+1.2% |
| Participation rate | 85.7% | 76.4%+9.3pp | 82.4%+3.3pp | 69.8%+15.9pp |
| Annual return | -17.47% | -8.39%-9.1pp | 572.05%-589.5pp | 1.58%-19.1pp |
| Employer contribution / active EE | $2,114 | $3,553-40.5% | $4,814-56.1% | $2,544-16.9% |
| Participant deferral / active EE | $6,896 | $6,781+1.7% | $7,446-7.4% | $4,237+62.8% |
| Admin fee / account holder | $484 | $685-29.4% | $10,010-95.2% | $593-18.4% |