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 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,734-53.8% | $68,368-61.7% | $103,975-74.8% |
| Participation rate | 77.8% | 61.6%+16.2pp | 73.8%+4.0pp | 72.5%+5.3pp |
| Annual return | 11.12% | 13.73%-2.6pp | 292.57%-281.4pp | 19.41%-8.3pp |
| Employer contribution / active EE | $1,279 | $1,867-31.5% | $2,649-51.7% | $3,722-65.6% |
| Participant deferral / active EE | $2,238 | $2,940-23.9% | $4,123-45.7% | $5,343-58.1% |
| Admin fee / account holder | $72 | $263-72.7% | $5,150-98.6% | $332-78.4% |