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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES6+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 49 · EIN 59-1531281 | Other Services | $45,347 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,802 |
RAYMOND JAMES FINANCIAL SERVICES6+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $18,601 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $83,002 | $127,481-34.9% | $149,730-44.6% | $90,274-8.1% |
| Participation rate | 90.3% | 78.2%+12.0pp | 82.5%+7.8pp | 73.4%+16.9pp |
| Annual return | 14.27% | 57.78%-43.5pp | 276.70%-262.4pp | 53.97%-39.7pp |
| Employer contribution / active EE | $27 | $3,448-99.2% | $4,645-99.4% | $2,523-98.9% |
| Participant deferral / active EE | $7,787 | $6,975+11.6% | $6,843+13.8% | $4,231+84.1% |
| Admin fee / account holder | $15 | $152-89.9% | $9,310-99.8% | $114-86.6% |