Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $62,461 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $28,847 |
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 | $58,054 | $79,209-26.7% | $102,434-43.3% | $74,459-22.0% |
| Participation rate | 99.1% | 74.8%+24.3pp | 76.5%+22.6pp | 67.2%+31.8pp |
| Annual return | 11.16% | 54.98%-43.8pp | 29.46%-18.3pp | 1369.70%-1358.5pp |
| Employer contribution / active EE | $855 | $2,362-63.8% | $3,023-71.7% | $2,626-67.4% |
| Participant deferral / active EE | $3,207 | $4,417-27.4% | $5,055-36.6% | $4,350-26.3% |
| Admin fee / account holder | $259 | $2,002-87.1% | $9,462-97.3% | $1,945-86.7% |