Filed November 4, 2025 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $119,553 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $69,639 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $182,054 | $66,124+175.3% | $90,440+101.3% | $73,493+147.7% |
| Participation rate | 91.5% | 69.7%+21.8pp | 72.7%+18.8pp | 70.7%+20.8pp |
| Annual return | 15.82% | 17.65%-1.8pp | 1294.38%-1278.6pp | 28.51%-12.7pp |
| Employer contribution / active EE | $15,902 | $2,346+577.7% | $3,263+387.4% | $2,270+600.5% |
| Participant deferral / active EE | $3,743 | $3,039+23.2% | $3,964-5.6% | $3,740+0.1% |
| Admin fee / account holder | $633 | $396+59.7% | $5,615-88.7% | $513+23.3% |