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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,699 |
KESTRA INVESTMENT SERVICES LLC1+ years Service code 49 · EIN 74-2794194 | Other Services | $18,339 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,253 | $46,732-50.2% | $156,551-85.1% | $55,167-57.8% |
| Participation rate | 67.7% | 65.8%+1.9pp | 84.0%-16.3pp | 69.0%-1.3pp |
| Annual return | 4.01% | 17.72%-13.7pp | 32.23%-28.2pp | 169.23%-165.2pp |
| Employer contribution / active EE | $642 | $2,105-69.5% | $5,501-88.3% | $1,963-67.3% |
| Participant deferral / active EE | $1,702 | $2,204-22.8% | $4,871-65.0% | $3,054-44.3% |
| Admin fee / account holder | $206 | $418-50.7% | $13,028-98.4% | $504-59.1% |