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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $225,069 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $59,965 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,058 | $127,481-52.9% | $149,730-59.9% | $90,274-33.5% |
| Participation rate | 88.0% | 78.2%+9.7pp | 82.5%+5.5pp | 73.4%+14.6pp |
| Annual return | 19.99% | 57.78%-37.8pp | 276.70%-256.7pp | 53.97%-34.0pp |
| Employer contribution / active EE | $3,653 | $3,448+6.0% | $4,645-21.4% | $2,523+44.8% |
| Participant deferral / active EE | $8,176 | $6,975+17.2% | $6,843+19.5% | $4,231+93.3% |
| Admin fee / account holder | $149 | $152-2.0% | $9,310-98.4% | $114+30.3% |