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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $27,516 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,668 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,131 | $66,302-7.8% | $110,243-44.5% | $56,289+8.6% |
| Participation rate | 90.4% | 74.9%+15.5pp | 79.8%+10.6pp | 69.9%+20.5pp |
| Annual return | -5.96% | -1.18%-4.8pp | 314.76%-320.7pp | -9.96%+4.0pp |
| Employer contribution / active EE | $3,351 | $2,047+63.7% | $3,827-12.4% | $2,111+58.7% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $9 | $698-98.7% | $8,548-99.9% | $521-98.3% |