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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $80,166 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $23,944 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,845 | $43,730+7.1% | $66,674-29.7% | $64,097-26.9% |
| Participation rate | 97.3% | 50.7%+46.6pp | 73.7%+23.7pp | 55.2%+42.1pp |
| Annual return | 11.45% | 53.62%-42.2pp | 321.24%-309.8pp | 34.64%-23.2pp |
| Employer contribution / active EE | $3,612 | $1,673+115.9% | $2,620+37.9% | $1,891+91.0% |
| Participant deferral / active EE | $3,432 | $2,122+61.8% | $4,084-16.0% | $3,080+11.4% |
| Admin fee / account holder | $350 | $2,708-87.1% | $5,098-93.1% | $3,454-89.9% |