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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,281 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Service code 27 · EIN 27-4250417 | Advisory (Plan) | $25,916 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,355 | $39,859-53.9% | $78,676-76.7% | $57,658-68.2% |
| Participation rate | 59.3% | 66.1%-6.8pp | 73.6%-14.3pp | 70.2%-10.9pp |
| Annual return | -0.76% | 18.96%-19.7pp | 62.19%-63.0pp | 5.13%-5.9pp |
| Employer contribution / active EE | $755 | $1,786-57.7% | $2,850-73.5% | $1,974-61.8% |
| Participant deferral / active EE | $1,366 | $2,248-39.3% | $3,517-61.2% | $3,061-55.4% |
| Admin fee / account holder | $97 | $76+27.3% | $4,510-97.8% | $95+2.6% |