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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 | Recordkeeping | $0 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 49 · EIN 74-2794194 | Other Services | $0 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
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.
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 | $23,786 | $46,173-48.5% | $170,435-86.0% | $69,631-65.8% |
| Participation rate | 67.2% | 63.9%+3.3pp | 83.6%-16.4pp | 70.7%-3.5pp |
| Annual return | 12.70% | 21.62%-8.9pp | 205.94%-193.2pp | 27571.02%-27558.3pp |
| Employer contribution / active EE | $560 | $1,610-65.2% | $5,432-89.7% | $2,032-72.4% |
| Participant deferral / active EE | $1,438 | $2,080-30.9% | $4,939-70.9% | $3,224-55.4% |
| Admin fee / account holder | $216 | $116+86.7% | $13,881-98.4% | $110+96.0% |