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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $68,790 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 49 · EIN 59-1237041 | Other Services | $13,781 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $51,985 | $62,928-17.4% | $172,755-69.9% | $67,579-23.1% |
| Participation rate | 48.0% | 64.5%-16.4pp | 82.6%-34.6pp | 71.3%-23.3pp |
| Annual return | 20.72% | 30.36%-9.6pp | 802.94%-782.2pp | 378.56%-357.8pp |
| Employer contribution / active EE | $876 | $1,636-46.5% | $5,144-83.0% | $2,148-59.2% |
| Participant deferral / active EE | $1,924 | $2,145-10.3% | $5,198-63.0% | $3,539-45.6% |
| Admin fee / account holder | $63 | $167-62.4% | $13,955-99.6% | $142-55.9% |