Filed November 4, 2025 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $109,603 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $55,312 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,190 | $51,226+228.3% | $82,744+103.3% | $66,938+151.3% |
| Participation rate | 78.0% | 67.9%+10.2pp | 72.6%+5.5pp | 69.8%+8.2pp |
| Annual return | -16.85% | -9.61%-7.2pp | 702.22%-719.1pp | 1.58%-18.4pp |
| Employer contribution / active EE | $13,366 | $2,612+411.6% | $3,008+344.3% | $2,545+425.2% |
| Participant deferral / active EE | $4,022 | $3,460+16.3% | $4,395-8.5% | $4,238-5.1% |
| Admin fee / account holder | $510 | $416+22.7% | $5,325-90.4% | $594-14.1% |