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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $70,392 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $20,567 |
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 | $40,854 | $60,454-32.4% | $81,844-50.1% | $74,459-45.1% |
| Participation rate | 99.5% | 63.0%+36.5pp | 72.4%+27.1pp | 67.2%+32.2pp |
| Annual return | 24.16% | 16.87%+7.3pp | 778.87%-754.7pp | 1369.70%-1345.5pp |
| Employer contribution / active EE | $3,641 | $2,630+38.4% | $2,916+24.8% | $2,626+38.6% |
| Participant deferral / active EE | $3,265 | $3,398-3.9% | $4,323-24.5% | $4,350-24.9% |
| Admin fee / account holder | $287 | $1,490-80.7% | $7,355-96.1% | $1,945-85.2% |