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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,368 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Service code 27 · EIN 27-4250417 | Advisory (Plan) | $28,588 |
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.
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 | $20,850 | $46,100-54.8% | $86,582-75.9% | $69,631-70.1% |
| Participation rate | 61.7% | 67.2%-5.4pp | 73.5%-11.8pp | 70.7%-9.0pp |
| Annual return | 11.76% | 21.02%-9.3pp | 965.08%-953.3pp | 27571.02%-27559.3pp |
| Employer contribution / active EE | $821 | $1,850-55.6% | $2,839-71.1% | $2,032-59.6% |
| Participant deferral / active EE | $1,482 | $2,432-39.1% | $3,609-58.9% | $3,224-54.0% |
| Admin fee / account holder | $106 | $94+12.8% | $4,904-97.8% | $110-4.1% |