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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $74,605 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $20,540 |
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 | $11,541 | $53,136-78.3% | $155,509-92.6% | $199,593-94.2% |
| Participation rate | 45.2% | 64.1%-18.9pp | 78.2%-33.0pp | 72.0%-26.7pp |
| Annual return | 12.28% | 41.15%-28.9pp | 64.67%-52.4pp | 34.25%-22.0pp |
| Employer contribution / active EE | $629 | $1,851-66.0% | $4,672-86.5% | $3,034-79.3% |
| Participant deferral / active EE | $371 | $3,161-88.2% | $5,626-93.4% | $5,087-92.7% |
| Admin fee / account holder | $107 | $185-42.2% | $15,912-99.3% | $269-60.1% |