Filed September 18, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $81,528 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $21,993 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,820 | $63,768+131.8% | $98,483+50.1% | $79,391+86.2% |
| Participation rate | 100.0% | 69.9%+30.1pp | 73.3%+26.7pp | 70.7%+29.3pp |
| Annual return | 12.58% | 626.18%-613.6pp | 1494.38%-1481.8pp | 116.88%-104.3pp |
| Employer contribution / active EE | $7,996 | $2,558+212.6% | $2,961+170.1% | $2,428+229.3% |
| Participant deferral / active EE | $11,519 | $3,305+248.5% | $4,276+169.3% | $4,046+184.7% |
| Admin fee / account holder | $281 | $516-45.5% | $5,953-95.3% | $627-55.1% |