Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,481 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $12,721 |
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).
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 | $41,393 | $61,391-32.6% | $149,723-72.4% | $71,529-42.1% |
| Participation rate | 61.7% | 62.5%-0.8pp | 78.8%-17.1pp | 67.9%-6.2pp |
| Annual return | 8.68% | 35.88%-27.2pp | 134.50%-125.8pp | 28.97%-20.3pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $4,821-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $2,254 | $2,921-22.8% | $5,682-60.3% | $4,291-47.5% |
| Admin fee / account holder | $163 | $1,264-87.1% | $13,215-98.8% | $1,588-89.7% |