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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $68,251 |
RAYMOND JAMES FINANCIAL SERVICES4+ years Service code 27 · EIN 27-4250417 | Advisory (Plan) | $37,983 |
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 | $26,947 | $54,237-50.3% | $90,304-70.2% | $67,579-60.1% |
| Participation rate | 62.4% | 68.6%-6.2pp | 73.3%-10.9pp | 71.3%-8.9pp |
| Annual return | 6.36% | 37.27%-30.9pp | 78.13%-71.8pp | 378.56%-372.2pp |
| Employer contribution / active EE | $1,002 | $1,846-45.7% | $2,855-64.9% | $2,148-53.3% |
| Participant deferral / active EE | $1,713 | $2,625-34.7% | $3,885-55.9% | $3,539-51.6% |
| Admin fee / account holder | $130 | $123+5.6% | $5,354-97.6% | $142-8.5% |