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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $213,887 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $59,698 |
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 | $74,199 | $107,415-30.9% | $135,974-45.4% | $80,157-7.4% |
| Participation rate | 84.5% | 78.0%+6.5pp | 81.9%+2.6pp | 72.9%+11.6pp |
| Annual return | 21.67% | 91.99%-70.3pp | 68.30%-46.6pp | 40.39%-18.7pp |
| Employer contribution / active EE | $4,184 | $3,878+7.9% | $4,859-13.9% | $2,977+40.5% |
| Participant deferral / active EE | $10,007 | $8,189+22.2% | $7,760+29.0% | $5,015+99.5% |
| Admin fee / account holder | $102 | $127-19.4% | $10,767-99.0% | $145-29.4% |