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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $70,080 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $62,518 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,196 | $89,670-70.8% | $94,057-72.1% | $89,670-70.8% |
| Participation rate | 77.8% | 71.2%+6.6pp | 73.3%+4.4pp | 71.2%+6.6pp |
| Annual return | 11.12% | 19.66%-8.5pp | 480.62%-469.5pp | 19.66%-8.5pp |
| Employer contribution / active EE | $1,279 | $4,041-68.4% | $2,933-56.4% | $4,041-68.4% |
| Participant deferral / active EE | $2,238 | $3,962-43.5% | $4,709-52.5% | $3,962-43.5% |
| Admin fee / account holder | $72 | $352-79.6% | $7,244-99.0% | $352-79.6% |