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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $18,460 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $11,122 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,912 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $80,605 | $73,638+9.5% | $95,964-16.0% | $73,497+9.7% |
| Participation rate | 56.4% | 76.2%-19.8pp | 77.1%-20.7pp | 70.7%-14.3pp |
| Annual return | 13.14% | 16.78%-3.6pp | 91.64%-78.5pp | 28.51%-15.4pp |
| Employer contribution / active EE | $288 | $1,863-84.6% | $2,541-88.7% | $2,270-87.3% |
| Participant deferral / active EE | $2,496 | $3,617-31.0% | $4,167-40.1% | $3,740-33.3% |
| Admin fee / account holder | $37 | $482-92.4% | $6,797-99.5% | $513-92.9% |