Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $98,258 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $35,787 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,872 | $62,543-33.1% | $83,327-49.7% | $55,725-24.9% |
| Participation rate | 94.5% | 78.4%+16.1pp | 77.8%+16.7pp | 70.9%+23.6pp |
| Annual return | -5.85% | 14.85%-20.7pp | 10.64%-16.5pp | 244.93%-250.8pp |
| Employer contribution / active EE | $3,072 | $2,427+26.5% | $3,379-9.1% | $2,078+47.8% |
| Participant deferral / active EE | $7,374 | $5,682+29.8% | $5,565+32.5% | $3,356+119.8% |
| Admin fee / account holder | $145 | $103+40.5% | $7,540-98.1% | $115+25.8% |