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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,622 |
Filed as: RAYMOND JAMES FINANCIAL SVC ADV Service code 27 · EIN 59-2937883 | Advisory (Plan) | $7,307 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,689 | $63,274-65.7% | $21,6890% | $63,274-65.7% |
| Participation rate | 7.5% | 33.5%-26.1pp | 7.5%0pp | 33.5%-26.1pp |
| Annual return | -12.94% | -10.34%-2.6pp | -12.94%0pp | -10.34%-2.6pp |
| Employer contribution / active EE | $0 | $2,731-100.0% | - | $2,731-100.0% |
| Participant deferral / active EE | $429 | $3,668-88.3% | $4290% | $3,668-88.3% |
| Admin fee / account holder | $245 | $240+1.9% | $2450% | $240+1.9% |