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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $67,320 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $17,287 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,136 | $50,127-75.8% | $149,673-91.9% | $80,160-84.9% |
| Participation rate | 38.3% | 64.3%-26.0pp | 78.8%-40.5pp | 72.9%-34.6pp |
| Annual return | 23.87% | 29.82%-5.9pp | 134.42%-110.5pp | 40.38%-16.5pp |
| Employer contribution / active EE | $495 | $1,865-73.5% | $4,818-89.7% | $2,978-83.4% |
| Participant deferral / active EE | $322 | $3,194-89.9% | $5,680-94.3% | $5,017-93.6% |
| Admin fee / account holder | $119 | $153-21.9% | $13,210-99.1% | $145-17.8% |