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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,346 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $13,011 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,517 | $55,446-30.5% | $155,574-75.2% | $74,429-48.2% |
| Participation rate | 53.8% | 61.9%-8.2pp | 78.2%-24.5pp | 67.2%-13.5pp |
| Annual return | 10.44% | 269.20%-258.8pp | 64.87%-54.4pp | 1368.38%-1357.9pp |
| Employer contribution / active EE | $1,715 | $2,266-24.3% | $4,676-63.3% | $2,625-34.7% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $149 | $1,743-91.4% | $15,914-99.1% | $1,944-92.3% |