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| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC4+ years Service code 27 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $81,674 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,213 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,337 |
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 | $42,612 | $88,122-51.6% | $141,177-69.8% | $67,579-36.9% |
| Participation rate | 87.0% | 76.5%+10.6pp | 82.5%+4.6pp | 71.3%+15.8pp |
| Annual return | 33.32% | 75.40%-42.1pp | 71.40%-38.1pp | 378.56%-345.2pp |
| Employer contribution / active EE | $1,740 | $3,224-46.0% | $4,736-63.3% | $2,148-19.0% |
| Participant deferral / active EE | $6,467 | $5,958+8.5% | $6,710-3.6% | $3,539+82.7% |
| Admin fee / account holder | $115 | $131-12.1% | $10,263-98.9% | $142-19.1% |