Filed October 23, 2024 (most recent of 4 filings on file)
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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,869 |
RAYMOND JAMES FINANCIAL SERVICES5+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $33,804 |
RAYMOND JAMES FINANCIAL SERVICES5+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 49 · EIN 59-1237041 | Other Services | $11,449 |
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 | $18,214 | $47,456-61.6% | $172,755-89.5% | $77,775-76.6% |
| Participation rate | 97.1% | 66.3%+30.8pp | 82.6%+14.4pp | 73.2%+23.8pp |
| Annual return | 22.90% | 35.57%-12.7pp | 802.94%-780.0pp | 32.58%-9.7pp |
| Employer contribution / active EE | $1,455 | $1,574-7.5% | $5,144-71.7% | $2,504-41.9% |
| Participant deferral / active EE | $2,238 | $2,560-12.6% | $5,198-56.9% | $3,966-43.6% |
| Admin fee / account holder | $48 | $81-41.0% | $13,955-99.7% | $100-52.3% |