Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,912 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $17,901 |
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 | $41,024 | $41,150-0.3% | $80,627-49.1% | $71,511-42.6% |
| Participation rate | 77.0% | 50.3%+26.7pp | 67.0%+10.0pp | 67.9%+9.0pp |
| Annual return | 19.72% | 38.48%-18.8pp | 936.76%-917.0pp | 28.86%-9.1pp |
| Employer contribution / active EE | $1,783 | $1,515+17.7% | $2,723-34.5% | $2,589-31.1% |
| Participant deferral / active EE | $2,902 | $2,701+7.4% | $4,443-34.7% | $4,291-32.4% |
| Admin fee / account holder | $390 | $1,841-78.8% | $5,381-92.8% | $1,588-75.5% |