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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,825 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $16,947 |
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 | $90,803 | $59,191+53.4% | $76,767+18.3% | $56,289+61.3% |
| Participation rate | 98.6% | 75.2%+23.4pp | 77.0%+21.7pp | 69.9%+28.8pp |
| Annual return | -5.74% | 6.62%-12.4pp | 2.43%-8.2pp | -9.96%+4.2pp |
| Employer contribution / active EE | $4,938 | $1,759+180.7% | $2,485+98.7% | $2,111+133.9% |
| Participant deferral / active EE | $4,342 | $3,255+33.4% | $3,852+12.7% | $3,350+29.6% |
| Admin fee / account holder | $222 | $489-54.7% | $6,675-96.7% | $521-57.4% |