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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,081 |
RAYMOND JAMES FINANCIAL SERVICES7+ years Service code 27 · EIN 27-4250417 | Advisory (Plan) | $57,842 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,952 | $47,766-49.9% | $82,744-71.1% | $64,819-63.0% |
| Participation rate | 69.3% | 67.7%+1.6pp | 72.6%-3.2pp | 71.5%-2.1pp |
| Annual return | -9.33% | -13.06%+3.7pp | 702.22%-711.6pp | 32.84%-42.2pp |
| Employer contribution / active EE | $961 | $2,182-55.9% | $3,008-68.0% | $2,507-61.7% |
| Participant deferral / active EE | $1,916 | $3,332-42.5% | $4,395-56.4% | $4,311-55.6% |
| Admin fee / account holder | $83 | $143-42.1% | $5,325-98.4% | $188-55.9% |