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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $123,883 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $54,258 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,890 | $60,454+114.9% | $81,844+58.7% | $74,459+74.4% |
| Participation rate | 93.9% | 63.0%+30.9pp | 72.4%+21.5pp | 67.2%+26.7pp |
| Annual return | 14.65% | 16.87%-2.2pp | 778.87%-764.2pp | 1369.70%-1355.1pp |
| Employer contribution / active EE | $4,910 | $2,630+86.7% | $2,916+68.4% | $2,626+87.0% |
| Participant deferral / active EE | $9,807 | $3,398+188.6% | $4,323+126.8% | $4,350+125.5% |
| Admin fee / account holder | $534 | $1,490-64.2% | $7,355-92.7% | $1,945-72.5% |