Filed October 23, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,593 |
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $30,808 |
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 49 · EIN 59-1237041 | Other Services | $11,074 |
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).
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 | $15,264 | $37,196-59.0% | $154,111-90.1% | $55,725-72.6% |
| Participation rate | 97.1% | 64.1%+33.0pp | 83.0%+14.0pp | 70.9%+26.2pp |
| Annual return | -6.96% | 1319.68%-1326.6pp | 735.18%-742.1pp | 244.93%-251.9pp |
| Employer contribution / active EE | $1,473 | $1,614-8.7% | $5,298-72.2% | $2,078-29.1% |
| Participant deferral / active EE | $2,219 | $2,068+7.3% | $5,081-56.3% | $3,356-33.9% |
| Admin fee / account holder | $44 | $102-56.7% | $13,411-99.7% | $115-61.8% |