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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $51,112 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,687 |
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 | $38,717 | $52,293-26.0% | $178,503-78.3% | $73,412-47.3% |
| Participation rate | 79.9% | 65.3%+14.5pp | 81.9%-2.1pp | 72.2%+7.7pp |
| Annual return | 14.13% | 34.75%-20.6pp | 151.12%-137.0pp | 59.30%-45.2pp |
| Employer contribution / active EE | $711 | $1,736-59.0% | $5,011-85.8% | $2,234-68.2% |
| Participant deferral / active EE | $2,299 | $2,333-1.5% | $5,202-55.8% | $3,806-39.6% |
| Admin fee / account holder | $37 | $127-71.0% | $13,987-99.7% | $158-76.6% |