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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $160,625 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $61,033 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,927 | $50,151-4.4% | $149,696-68.0% | $80,157-40.2% |
| Participation rate | 51.0% | 64.3%-13.3pp | 78.8%-27.8pp | 72.9%-22.0pp |
| Annual return | 20.11% | 29.80%-9.7pp | 134.46%-114.3pp | 40.39%-20.3pp |
| Employer contribution / active EE | $631 | $1,867-66.2% | $4,821-86.9% | $2,977-78.8% |
| Participant deferral / active EE | $2,002 | $3,194-37.3% | $5,682-64.8% | $5,015-60.1% |
| Admin fee / account holder | $194 | $153+27.0% | $13,212-98.5% | $145+33.8% |