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 | Claims processing; Finders' fees / pl... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,602 | $60,454+127.6% | $81,844+68.1% | $74,459+84.8% |
| Participation rate | 75.3% | 63.0%+12.3pp | 72.4%+2.9pp | 67.2%+8.1pp |
| Annual return | 13.35% | 16.87%-3.5pp | 778.87%-765.5pp | 1369.70%-1356.4pp |
| Employer contribution / active EE | $3,998 | $2,630+52.0% | $2,916+37.1% | $2,626+52.2% |
| Participant deferral / active EE | $8,047 | $3,398+136.8% | $4,323+86.1% | $4,350+85.0% |
| Admin fee / account holder | $193 | $1,490-87.0% | $7,355-97.4% | $1,945-90.1% |