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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,771 | $60,393+287.1% | $81,820+185.7% | $74,429+214.1% |
| Participation rate | 93.4% | 62.9%+30.5pp | 72.4%+21.1pp | 67.2%+26.2pp |
| Annual return | 14.44% | 16.89%-2.5pp | 777.93%-763.5pp | 1368.38%-1353.9pp |
| Employer contribution / active EE | $16,542 | $2,626+529.8% | $2,915+467.5% | $2,625+530.2% |
| Participant deferral / active EE | $5,259 | $3,397+54.8% | $4,323+21.7% | $4,348+20.9% |
| Admin fee / account holder | $561 | $1,491-62.4% | $7,391-92.4% | $1,944-71.2% |