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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,480 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $25,145 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,266 | $37,044+11.4% | $71,796-42.5% | $57,658-28.4% |
| Participation rate | 45.4% | 61.1%-15.7pp | 69.1%-23.7pp | 70.2%-24.9pp |
| Annual return | 6.07% | 12.64%-6.6pp | 78.04%-72.0pp | 5.13%+0.9pp |
| Employer contribution / active EE | $109 | $720-84.9% | $1,924-94.3% | $1,974-94.5% |
| Participant deferral / active EE | $2,156 | $1,974+9.2% | $2,794-22.9% | $3,061-29.6% |
| Admin fee / account holder | $194 | $101+92.7% | $4,815-96.0% | $95+105.7% |