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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,115 |
Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 | Other Services | $6,003 |
Filed as: RAYMOND JAMES INSURANCE GROUP Service code 49 · EIN 59-1199408 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,705 | $54,573-47.4% | $90,970-68.4% | $73,493-60.9% |
| Participation rate | 67.8% | 61.2%+6.6pp | 69.0%-1.2pp | 70.7%-2.9pp |
| Annual return | 13.74% | 16.69%-2.9pp | 134.58%-120.8pp | 28.51%-14.8pp |
| Employer contribution / active EE | $1,141 | $991+15.1% | $2,122-46.3% | $2,270-49.8% |
| Participant deferral / active EE | $3,102 | $2,517+23.2% | $3,373-8.1% | $3,740-17.1% |
| Admin fee / account holder | $121 | $521-76.8% | $5,960-98.0% | $513-76.4% |