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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $65,545 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $53,477 |
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 | $24,023 | $55,694-56.9% | $81,780-70.6% | $199,874-88.0% |
| Participation rate | 76.6% | 62.7%+14.0pp | 72.4%+4.3pp | 72.0%+4.6pp |
| Annual return | 12.29% | 19.59%-7.3pp | 776.27%-764.0pp | 34.28%-22.0pp |
| Employer contribution / active EE | $1,030 | $2,114-51.3% | $2,914-64.7% | $3,036-66.1% |
| Participant deferral / active EE | $1,996 | $3,299-39.5% | $4,321-53.8% | $5,090-60.8% |
| Admin fee / account holder | $70 | $348-79.9% | $7,384-99.1% | $269-74.0% |