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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,606 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $14,843 |
Service code 49 · EIN 74-2794194 | Other Services | $5,248 |
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 | $124,133 | $64,909+91.2% | $82,312+50.8% | $62,293+99.3% |
| Participation rate | 97.4% | 74.9%+22.5pp | 76.9%+20.5pp | 69.5%+27.9pp |
| Annual return | 18.95% | 21.18%-2.2pp | 25.88%-6.9pp | 28.90%-9.9pp |
| Employer contribution / active EE | $4,467 | $1,676+166.5% | $2,428+84.0% | $2,042+118.7% |
| Participant deferral / active EE | $3,827 | $3,103+23.3% | $3,706+3.3% | $3,169+20.8% |
| Admin fee / account holder | $293 | $440-33.4% | $5,608-94.8% | $479-38.9% |