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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $197,616 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $71,336 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,094 | $49,468+21.5% | $150,298-60.0% | $103,975-42.2% |
| Participation rate | 54.2% | 58.1%-3.9pp | 77.8%-23.5pp | 72.5%-18.3pp |
| Annual return | 20.43% | 38.98%-18.6pp | 62.79%-42.4pp | 19.41%+1.0pp |
| Employer contribution / active EE | $880 | $1,670-47.3% | $4,154-78.8% | $3,722-76.4% |
| Participant deferral / active EE | $2,706 | $2,650+2.1% | $5,453-50.4% | $5,343-49.3% |
| Admin fee / account holder | $214 | $385-44.5% | $14,116-98.5% | $332-35.7% |