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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,608 |
Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $8,912 | $25,302-64.8% | $74,722-88.1% | $67,579-86.8% |
| Participation rate | 30.7% | 37.8%-7.2pp | 54.5%-23.8pp | 71.3%-40.6pp |
| Annual return | 23.75% | 10291.17%-10267.4pp | 753.11%-729.4pp | 378.56%-354.8pp |
| Employer contribution / active EE | $326 | $446-26.9% | $1,084-69.9% | $2,148-84.8% |
| Participant deferral / active EE | $432 | $954-54.7% | $1,963-78.0% | $3,539-87.8% |
| Admin fee / account holder | $52 | $108-51.6% | $3,335-98.4% | $142-63.4% |