Filed July 30, 2025
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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $14,028 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,048 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,466 | $58,726-66.9% | $92,239-78.9% | $62,293-68.8% |
| Participation rate | 81.0% | 68.3%+12.6pp | 76.5%+4.5pp | 69.5%+11.5pp |
| Annual return | 14.15% | 43.62%-29.5pp | 176.29%-162.1pp | 28.90%-14.7pp |
| Employer contribution / active EE | $976 | $2,392-59.2% | $3,680-73.5% | $2,042-52.2% |
| Participant deferral / active EE | $1,003 | $2,766-63.7% | $3,897-74.3% | $3,169-68.4% |
| Admin fee / account holder | $73 | $556-86.8% | $5,194-98.6% | $479-84.7% |