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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $70,080 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $62,518 |
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 | $26,196 | $45,375-42.3% | $66,674-60.7% | $100,573-74.0% |
| Participation rate | 77.8% | 57.4%+20.4pp | 73.7%+4.1pp | 70.9%+6.8pp |
| Annual return | 11.12% | 12.25%-1.1pp | 321.24%-310.1pp | 18.89%-7.8pp |
| Employer contribution / active EE | $1,279 | $1,716-25.5% | $2,620-51.2% | $3,763-66.0% |
| Participant deferral / active EE | $2,238 | $2,167+3.3% | $4,084-45.2% | $4,921-54.5% |
| Admin fee / account holder | $72 | $288-75.1% | $5,098-98.6% | $454-84.2% |