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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,118 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $10,571 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,703,652-100.0% | $2,703,652-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 7.7%-7.7pp | 55.8%-55.8pp |
| Annual return | 12.37% | 4.23%+8.1pp | 7.26%+5.1pp | 24.44%-12.1pp |
| Employer contribution / active EE | $0 | $53,056-100.0% | $34,949-100.0% | $41,348-100.0% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $22,013-100.0% | - | $22,013-100.0% |