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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $127,595 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $36,048 |
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 | $44,336 | $86,338-48.6% | $91,994-51.8% | $77,775-43.0% |
| Participation rate | 99.1% | 82.9%+16.2pp | 78.6%+20.5pp | 73.2%+25.9pp |
| Annual return | 27.63% | 29.65%-2.0pp | 69.04%-41.4pp | 32.58%-4.9pp |
| Employer contribution / active EE | $3,067 | $2,988+2.7% | $3,453-11.2% | $2,504+22.5% |
| Participant deferral / active EE | $7,737 | $6,908+12.0% | $5,924+30.6% | $3,966+95.1% |
| Admin fee / account holder | $129 | $79+62.6% | $7,744-98.3% | $100+29.0% |