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 | $42,909-45.4% | $152,093-84.6% | $71,012-67.0% |
| Participation rate | 49.8% | 54.7%-4.9pp | 77.8%-28.0pp | 58.6%-8.7pp |
| Annual return | 11.61% | 30.57%-19.0pp | 66.36%-54.8pp | 37.67%-26.1pp |
| Employer contribution / active EE | $350 | $1,369-74.5% | $4,175-91.6% | $2,348-85.1% |
| Participant deferral / active EE | $1,205 | $1,904-36.7% | $5,451-77.9% | $3,246-62.9% |
| Admin fee / account holder | $59 | $1,014-94.2% | $14,497-99.6% | $1,167-95.0% |