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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $174,344 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $59,970 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,202 | $101,523-53.5% | $141,191-66.6% | $77,775-39.3% |
| Participation rate | 91.4% | 77.4%+14.1pp | 82.5%+9.0pp | 73.2%+18.2pp |
| Annual return | 33.72% | 56.22%-22.5pp | 71.41%-37.7pp | 32.58%+1.1pp |
| Employer contribution / active EE | $3,621 | $3,341+8.4% | $4,736-23.5% | $2,504+44.6% |
| Participant deferral / active EE | $8,066 | $6,434+25.4% | $6,710+20.2% | $3,966+103.4% |
| Admin fee / account holder | $129 | $92+41.2% | $10,264-98.7% | $100+29.1% |