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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $99,746 |
RAYMOND JAMES FINANCIAL SERVICES11+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $29,992 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,279 | $132,049+13.0% | $200,582-25.6% | $74,304+100.9% |
| Participation rate | 96.8% | 84.1%+12.8pp | 86.9%+10.0pp | 60.3%+36.5pp |
| Annual return | 13.41% | 22.22%-8.8pp | 42.33%-28.9pp | 29.43%-16.0pp |
| Employer contribution / active EE | $4,169 | $4,558-8.5% | $6,419-35.1% | $2,241+86.0% |
| Participant deferral / active EE | $7,845 | $7,213+8.8% | $9,331-15.9% | $3,767+108.2% |
| Admin fee / account holder | $487 | $2,405-79.8% | $16,305-97.0% | $2,969-83.6% |