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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,756 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $17,975 |
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 | $96,358 | $65,378+47.4% | $87,103+10.6% | $65,186+47.8% |
| Participation rate | 96.5% | 75.3%+21.1pp | 76.9%+19.6pp | 70.2%+26.3pp |
| Annual return | 22.88% | 31.28%-8.4pp | 28.19%-5.3pp | 29.39%-6.5pp |
| Employer contribution / active EE | $3,358 | $1,823+84.2% | $2,521+33.2% | $2,177+54.2% |
| Participant deferral / active EE | $3,700 | $3,389+9.2% | $4,049-8.6% | $3,514+5.3% |
| Admin fee / account holder | $200 | $520-61.5% | $7,491-97.3% | $847-76.4% |