Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $242,571 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $59,854 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,283 | $122,219-27.8% | $147,096-40.0% | $199,921-55.8% |
| Participation rate | 83.8% | 78.3%+5.5pp | 82.2%+1.6pp | 72.0%+11.8pp |
| Annual return | 14.78% | 30.59%-15.8pp | 419.75%-405.0pp | 34.28%-19.5pp |
| Employer contribution / active EE | $4,263 | $4,096+4.1% | $4,936-13.6% | $3,035+40.4% |
| Participant deferral / active EE | $10,014 | $8,503+17.8% | $8,071+24.1% | $5,089+96.8% |
| Admin fee / account holder | $116 | $179-35.4% | $13,005-99.1% | $269-57.0% |