Filed September 18, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,011 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $21,993 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Parti... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,602 | $60,393+127.8% | $81,820+68.2% | $74,429+84.9% |
| Participation rate | 75.3% | 62.9%+12.4pp | 72.4%+2.9pp | 67.2%+8.1pp |
| Annual return | 13.35% | 16.89%-3.5pp | 777.93%-764.6pp | 1368.38%-1355.0pp |
| Employer contribution / active EE | $3,998 | $2,626+52.2% | $2,915+37.1% | $2,625+52.3% |
| Participant deferral / active EE | $8,047 | $3,397+136.9% | $4,323+86.2% | $4,348+85.1% |
| Admin fee / account holder | $193 | $1,491-87.0% | $7,391-97.4% | $1,944-90.1% |