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 | $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 | $85,660-69.4% | $136,867-80.9% | $85,660-69.4% |
| Participation rate | 77.8% | 74.8%+2.9pp | 74.5%+3.2pp | 74.8%+2.9pp |
| Annual return | 11.12% | 19.52%-8.4pp | 42.97%-31.8pp | 19.52%-8.4pp |
| Employer contribution / active EE | $1,279 | $4,199-69.5% | $3,547-63.9% | $4,199-69.5% |
| Participant deferral / active EE | $2,238 | $3,518-36.4% | $4,924-54.5% | $3,518-36.4% |
| Admin fee / account holder | $72 | $224-68.0% | $10,340-99.3% | $224-68.0% |