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 | $60,504+286.4% | $81,882+185.5% | $74,478+213.9% |
| Participation rate | 93.4% | 62.9%+30.5pp | 72.4%+21.1pp | 67.2%+26.2pp |
| Annual return | 14.44% | 16.91%-2.5pp | 779.47%-765.0pp | 1370.56%-1356.1pp |
| Employer contribution / active EE | $16,542 | $2,627+529.8% | $2,916+467.3% | $2,626+529.9% |
| Participant deferral / active EE | $5,259 | $3,400+54.7% | $4,323+21.7% | $4,350+20.9% |
| Admin fee / account holder | $561 | $1,492-62.4% | $7,360-92.4% | $1,946-71.2% |