Filed November 4, 2025 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,506 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 49 · EIN 59-1531281 | Other Services | $32,085 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $12,217 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,837 | $50,637+154.4% | $86,582+48.8% | $62,293+106.8% |
| Participation rate | 93.6% | 67.9%+25.7pp | 73.5%+20.1pp | 69.5%+24.1pp |
| Annual return | 17.81% | 20.80%-3.0pp | 965.08%-947.3pp | 28.90%-11.1pp |
| Employer contribution / active EE | $12,818 | $2,075+517.6% | $2,839+351.4% | $2,042+527.6% |
| Participant deferral / active EE | $2,408 | $2,611-7.8% | $3,609-33.3% | $3,169-24.0% |
| Admin fee / account holder | $311 | $413-24.7% | $4,904-93.7% | $479-35.1% |