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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $63,158 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $24,397 |
RAYMOND JAMES FINANCIAL SERVICES8+ years Service code 27 · EIN 27-4250417 | Advisory (Plan) | $22,867 |
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 | $23,561 | $52,188-54.9% | $86,640-72.8% | $74,460-68.4% |
| Participation rate | 71.6% | 66.3%+5.3pp | 71.7%-0.1pp | 70.7%+0.9pp |
| Annual return | 10.54% | 44.46%-33.9pp | 592.52%-582.0pp | 34.38%-23.8pp |
| Employer contribution / active EE | $988 | $2,282-56.7% | $3,024-67.3% | $2,638-62.6% |
| Participant deferral / active EE | $1,864 | $3,383-44.9% | $4,438-58.0% | $4,530-58.8% |
| Admin fee / account holder | $76 | $319-76.0% | $5,616-98.6% | $348-78.0% |