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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $80,211 |
RAYMOND JAMES FINANCIAL SERVICES10+ years Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 | Advisory (Plan) | $45,062 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $7,620 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $0 |
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.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,638 | $102,317+38.4% | $146,958-3.6% | $80,856+75.2% |
| Participation rate | 64.9% | 75.8%-11.0pp | 82.2%-17.3pp | 67.6%-2.8pp |
| Annual return | 9.82% | 134.76%-124.9pp | 418.34%-408.5pp | 35.59%-25.8pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,327 | $6,644-4.8% | $8,070-21.6% | $4,296+47.3% |
| Admin fee / account holder | $758 | $7,941-90.5% | $12,998-94.2% | $6,918-89.0% |