Filed October 23, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $199,986 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $74,134 |
RAYMOND JAMES FINANCIAL SERVICES6+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $15,603 |
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 | $22,418 | $56,095-60.0% | $178,499-87.4% | $90,274-75.2% |
| Participation rate | 96.4% | 65.6%+30.9pp | 81.9%+14.5pp | 73.4%+23.1pp |
| Annual return | 16.53% | 28.81%-12.3pp | 151.10%-134.6pp | 53.97%-37.4pp |
| Employer contribution / active EE | $1,693 | $1,572+7.7% | $5,011-66.2% | $2,523-32.9% |
| Participant deferral / active EE | $2,801 | $2,669+5.0% | $5,202-46.2% | $4,231-33.8% |
| Admin fee / account holder | $149 | $101+48.3% | $13,986-98.9% | $114+30.9% |