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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $108,749 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $25,995 |
STANDARD INTERNATIONAL1 year Service code 10 · EIN 46-3247791 | Accounting | $21,885 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES Service code 10 · EIN 27-1728945 | Accounting | $21,865 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,046 | $25,302-24.7% | $74,701-74.5% | $67,579-71.8% |
| Participation rate | 45.4% | 37.8%+7.6pp | 54.5%-9.0pp | 71.3%-25.8pp |
| Annual return | 21.74% | 10291.17%-10269.4pp | 752.92%-731.2pp | 378.56%-356.8pp |
| Employer contribution / active EE | $253 | $446-43.3% | $1,084-76.6% | $2,148-88.2% |
| Participant deferral / active EE | $1,073 | $954+12.5% | $1,964-45.4% | $3,539-69.7% |
| Admin fee / account holder | $264 | $108+145.5% | $3,333-92.1% | $142+85.7% |