Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $90,781 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES INSURANCE GROUP, INC. Service code 49 · EIN 59-1199408 | Other Services | $53,774 |
COASTAL PENSION SERVICES2+ years Filed as: COASTAL PENSION SERVICES, INC Service code 13 · EIN 52-1053785 | Contract Administrator | $11,639 |
COASTAL PENSION SERVICES2+ years Filed as: COASTAL PENSION SERVICES INC. Service code 13 | Contract Administrator | $9,800 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 49 · EIN 59-1237041 | Other Services | $5,030 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,508 | $84,493+35.5% | $125,381-8.7% | $66,938+71.1% |
| Participation rate | 64.6% | 76.4%-11.8pp | 82.4%-17.8pp | 69.8%-5.2pp |
| Annual return | -11.04% | -8.49%-2.5pp | 572.31%-583.3pp | 1.58%-12.6pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $9,243 | $6,783+36.3% | $7,448+24.1% | $4,238+118.1% |
| Admin fee / account holder | $510 | $685-25.6% | $10,007-94.9% | $594-14.1% |