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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,557 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $1,307 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $35,281 | $53,128-33.6% | $86,582-59.3% | $70,126-49.7% |
| Participation rate | 72.1% | 65.3%+6.8pp | 73.5%-1.5pp | 69.5%+2.6pp |
| Annual return | 15.89% | 27.66%-11.8pp | 965.08%-949.2pp | 73.15%-57.3pp |
| Employer contribution / active EE | $15,600 | $2,068+654.4% | $2,839+449.4% | $2,343+566.0% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $13 | $3,584-99.6% | $4,904-99.7% | $4,645-99.7% |