Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,996 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $1,842 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $23,959 | $42,582-43.7% | $171,082-86.0% | $57,658-58.4% |
| Participation rate | 44.4% | 63.9%-19.5pp | 76.7%-32.3pp | 70.2%-25.8pp |
| Annual return | 5.82% | 308.67%-302.9pp | 32.56%-26.7pp | 5.13%+0.7pp |
| Employer contribution / active EE | $465 | $1,306-64.4% | $4,002-88.4% | $1,974-76.4% |
| Participant deferral / active EE | $1,054 | $2,933-64.1% | $4,797-78.0% | $3,061-65.6% |
| Admin fee / account holder | $146 | $82+77.9% | $8,520-98.3% | $95+54.9% |