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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,283 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $7,888 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $122,652 | $54,763+124.0% | $90,324+35.8% | $72,976+68.1% |
| Participation rate | 69.4% | 65.2%+4.3pp | 73.3%-3.8pp | 69.5%0pp |
| Annual return | 21.02% | 30.63%-9.6pp | 78.15%-57.1pp | 81.02%-60.0pp |
| Employer contribution / active EE | $3,163 | $2,093+51.1% | $2,856+10.8% | $2,440+29.6% |
| Participant deferral / active EE | $5,884 | $2,887+103.8% | $3,885+51.4% | $3,608+63.1% |
| Admin fee / account holder | $381 | $3,973-90.4% | $5,356-92.9% | $5,124-92.6% |