Filed November 4, 2025 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $127,814 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $47,996 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,771 | $60,323+287.5% | $81,812+185.7% | $74,495+213.8% |
| Participation rate | 93.4% | 62.9%+30.6pp | 72.3%+21.1pp | 67.2%+26.2pp |
| Annual return | 14.44% | 16.90%-2.5pp | 773.79%-759.4pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $16,542 | $2,620+531.3% | $2,912+468.0% | $2,623+530.7% |
| Participant deferral / active EE | $5,259 | $3,387+55.3% | $4,319+21.8% | $4,346+21.0% |
| Admin fee / account holder | $561 | $1,486-62.3% | $7,386-92.4% | $1,942-71.1% |