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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $12,019 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,714 |
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 | $17,945 | $52,293-65.7% | $178,503-89.9% | $73,412-75.6% |
| Participation rate | 76.6% | 65.3%+11.2pp | 81.9%-5.4pp | 72.2%+4.4pp |
| Annual return | 8.83% | 34.75%-25.9pp | 151.12%-142.3pp | 59.30%-50.5pp |
| Employer contribution / active EE | $780 | $1,736-55.1% | $5,011-84.4% | $2,234-65.1% |
| Participant deferral / active EE | $1,016 | $2,333-56.4% | $5,202-80.5% | $3,806-73.3% |
| Admin fee / account holder | $22 | $127-82.7% | $13,987-99.8% | $158-86.0% |