Filed November 4, 2025 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 49 · EIN 59-1531281 | Other Services | $33,255 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,334 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $102,377 | $41,854+144.6% | $73,836+38.7% | $52,331+95.6% |
| Participation rate | 83.5% | 66.2%+17.3pp | 73.4%+10.1pp | 68.1%+15.4pp |
| Annual return | -1.58% | 2.11%-3.7pp | 2268.06%-2269.6pp | 4.54%-6.1pp |
| Employer contribution / active EE | $11,568 | $1,920+502.4% | $2,787+315.0% | $1,882+514.8% |
| Participant deferral / active EE | $1,192 | $2,498-52.3% | $3,583-66.7% | $3,022-60.6% |
| Admin fee / account holder | $114 | $493-76.8% | $4,882-97.7% | $592-80.7% |