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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $13,623 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,606 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,867 | $56,540-63.1% | $185,849-88.8% | $86,821-76.0% |
| Participation rate | 77.0% | 65.5%+11.5pp | 81.7%-4.7pp | 72.3%+4.7pp |
| Annual return | 10.82% | 118.20%-107.4pp | 122.10%-111.3pp | 97.94%-87.1pp |
| Employer contribution / active EE | $784 | $1,844-57.5% | $5,169-84.8% | $2,406-67.4% |
| Participant deferral / active EE | $943 | $2,555-63.1% | $5,569-83.1% | $4,132-77.2% |
| Admin fee / account holder | $26 | $150-82.9% | $16,244-99.8% | $170-84.9% |