Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,190 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $8,003 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,438 | $46,464-49.6% | $150,298-84.4% | $79,634-70.6% |
| Participation rate | 49.8% | 57.0%-7.2pp | 77.8%-28.0pp | 62.5%-12.7pp |
| Annual return | 11.61% | 27.89%-16.3pp | 62.79%-51.2pp | 36.46%-24.9pp |
| Employer contribution / active EE | $350 | $1,512-76.9% | $4,154-91.6% | $2,529-86.2% |
| Participant deferral / active EE | $1,205 | $2,157-44.1% | $5,453-77.9% | $3,835-68.6% |
| Admin fee / account holder | $59 | $891-93.4% | $14,116-99.6% | $1,002-94.1% |