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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,213 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $1,516 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,764 | $44,229-41.7% | $155,789-83.5% | $55,191-53.3% |
| Participation rate | 32.8% | 60.8%-28.0pp | 76.1%-43.3pp | 69.2%-36.4pp |
| Annual return | 1.50% | 0.37%+1.1pp | 71.54%-70.0pp | 10.78%-9.3pp |
| Employer contribution / active EE | $313 | $1,317-76.3% | $3,839-91.9% | $1,899-83.5% |
| Participant deferral / active EE | $734 | $2,851-74.3% | $4,798-84.7% | $3,046-75.9% |
| Admin fee / account holder | $159 | $86+84.7% | $7,477-97.9% | $91+75.3% |