Filed November 4, 2025 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $105,555 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $55,252 |
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 | $129,805 | $44,873+189.3% | $79,466+63.3% | $56,287+130.6% |
| Participation rate | 92.4% | 68.7%+23.6pp | 73.3%+19.0pp | 69.9%+22.5pp |
| Annual return | -5.98% | 0.81%-6.8pp | 718.28%-724.3pp | -9.96%+4.0pp |
| Employer contribution / active EE | $15,068 | $2,140+604.1% | $2,800+438.1% | $2,111+613.8% |
| Participant deferral / active EE | $2,943 | $2,746+7.2% | $3,704-20.5% | $3,350-12.1% |
| Admin fee / account holder | $617 | $418+47.5% | $5,104-87.9% | $521+18.5% |