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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $165,854 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $66,464 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES INSURANCE GROUP, INC. Service code 49 · EIN 59-1199408 | Other Services | $16,277 |
COASTAL PENSION SERVICES3+ years Filed as: COASTAL PENSION SERVICES INC. Service code 13 | Contract Administrator | $12,530 |
COASTAL PENSION SERVICES3+ years Filed as: COASTAL PENSION SERVICES, INC Service code 13 · EIN 52-1053785 | Contract Administrator | $5,408 |
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 | $125,742 | $95,369+31.8% | $135,942-7.5% | $74,440+68.9% |
| Participation rate | 68.9% | 78.2%-9.3pp | 81.9%-13.0pp | 70.7%-1.8pp |
| Annual return | 40.98% | 32.72%+8.3pp | 68.28%-27.3pp | 34.37%+6.6pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,858-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $10,581 | $7,788+35.9% | $7,759+36.4% | $4,529+133.6% |
| Admin fee / account holder | $620 | $266+133.0% | $10,764-94.2% | $348+78.4% |