Filed April 17, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $105,180 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $35,000 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,836 | $129,021-28.8% | $184,203-50.1% | $77,643+18.3% |
| Participation rate | 94.4% | 87.3%+7.1pp | 86.8%+7.6pp | 70.6%+23.8pp |
| Annual return | 13.94% | 33.27%-19.3pp | 28.81%-14.9pp | 31.24%-17.3pp |
| Employer contribution / active EE | $3,610 | $4,413-18.2% | $6,427-43.8% | $2,726+32.4% |
| Participant deferral / active EE | $6,039 | $7,297-17.2% | $9,131-33.9% | $4,647+30.0% |
| Admin fee / account holder | $226 | $254-10.9% | $13,901-98.4% | $430-47.4% |