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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,025 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $12,780 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,776 | $58,895-24.0% | $178,503-74.9% | $73,497-39.1% |
| Participation rate | 59.8% | 66.2%-6.4pp | 81.9%-22.1pp | 70.7%-10.9pp |
| Annual return | 8.47% | 24.86%-16.4pp | 151.12%-142.6pp | 28.51%-20.0pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,838 | $2,567-28.4% | $5,202-64.7% | $3,740-50.9% |
| Admin fee / account holder | $185 | $400-53.7% | $13,987-98.7% | $513-63.9% |