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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,759 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $16,311 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,452 | $37,463-18.7% | $77,096-60.5% | $66,938-54.5% |
| Participation rate | 83.3% | 52.9%+30.4pp | 67.9%+15.4pp | 69.8%+13.5pp |
| Annual return | -18.40% | -3.25%-15.2pp | 42.35%-60.7pp | 1.58%-20.0pp |
| Employer contribution / active EE | $1,358 | $1,535-11.5% | $2,814-51.7% | $2,545-46.6% |
| Participant deferral / active EE | $2,859 | $2,621+9.1% | $4,429-35.5% | $4,238-32.6% |
| Admin fee / account holder | $334 | $568-41.1% | $5,428-93.8% | $594-43.7% |