Filed June 23, 2015
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $157,409 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $60,823 |
Filed as: PRINCIPAL GLOBAL INVESTORS LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $1,500 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,573,701-100.0% | $422,209-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 23.3%-23.3pp | 12.4%-12.4pp |
| Annual return | 10.67% | 9.74%+0.9pp | 12.68%-2.0pp | 9.89%+0.8pp |
| Employer contribution / active EE | $0 | $15,597-100.0% | $41,595-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $96-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $46,974-100.0% | $10,609-100.0% | $9,084-100.0% |