Filed November 4, 2025 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $105,523 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $61,156 |
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 | $161,230 | $51,620+212.3% | $90,304+78.5% | $65,185+147.3% |
| Participation rate | 90.9% | 68.6%+22.2pp | 73.3%+17.6pp | 70.2%+20.7pp |
| Annual return | 22.19% | 24.94%-2.7pp | 78.13%-55.9pp | 29.38%-7.2pp |
| Employer contribution / active EE | $13,875 | $2,235+520.9% | $2,855+386.0% | $2,177+537.4% |
| Participant deferral / active EE | $2,979 | $2,871+3.8% | $3,885-23.3% | $3,514-15.2% |
| Admin fee / account holder | $593 | $384+54.3% | $5,354-88.9% | $847-30.0% |