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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,942 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $28,469 |
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 | $85,055 | $91,407-6.9% | $135,903-37.4% | $71,457+19.0% |
| Participation rate | 78.9% | 75.7%+3.2pp | 81.9%-3.0pp | 67.9%+11.0pp |
| Annual return | 19.97% | 29.90%-9.9pp | 68.23%-48.3pp | 28.85%-8.9pp |
| Employer contribution / active EE | $2,076 | $3,703-43.9% | $4,856-57.2% | $2,588-19.8% |
| Participant deferral / active EE | $6,971 | $7,092-1.7% | $7,758-10.1% | $4,289+62.5% |
| Admin fee / account holder | $504 | $1,266-60.2% | $10,762-95.3% | $1,587-68.2% |