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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,834 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $2,142 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,083 | $46,966-46.6% | $185,117-86.5% | $69,631-64.0% |
| Participation rate | 48.1% | 65.3%-17.1pp | 77.3%-29.1pp | 70.7%-22.5pp |
| Annual return | 11.46% | 22.36%-10.9pp | 40.50%-29.0pp | 27571.02%-27559.6pp |
| Employer contribution / active EE | $501 | $1,360-63.2% | $4,182-88.0% | $2,032-75.4% |
| Participant deferral / active EE | $1,137 | $3,017-62.3% | $5,045-77.5% | $3,224-64.7% |
| Admin fee / account holder | $146 | $94+55.6% | $8,159-98.2% | $110+32.2% |