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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,377 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $13,359 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,038 | $55,415-25.9% | $155,509-73.6% | $74,495-44.9% |
| Participation rate | 54.2% | 61.9%-7.7pp | 78.2%-24.0pp | 67.2%-13.0pp |
| Annual return | 8.92% | 268.50%-259.6pp | 64.67%-55.7pp | 1364.94%-1356.0pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,054 | $2,836-27.6% | $5,626-63.5% | $4,346-52.7% |
| Admin fee / account holder | $174 | $1,738-90.0% | $15,912-98.9% | $1,942-91.0% |