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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 | Advisory (Plan) | $109,138 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,850 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $6,897 |
RAYMOND JAMES FINANCIAL SERVICES7+ years Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,553 | $104,479+26.9% | $159,474-16.9% | $79,391+67.0% |
| Participation rate | 0.0% | 76.6%-76.6pp | 82.8%-82.8pp | 70.7%-70.7pp |
| Annual return | 11.27% | 67.98%-56.7pp | 263.68%-252.4pp | 116.88%-105.6pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,831-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $6,143 | $6,468-5.0% | $7,353-16.5% | $4,046+51.8% |
| Admin fee / account holder | $363 | $711-49.0% | $10,802-96.6% | $627-42.1% |