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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $89,734 |
KESTRA INVESTMENT SERVICES LLC3+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $36,155 |
THE BENEFIT PRACTICE3+ years Service code 49 · EIN 13-4144565 | Other Services | $21,149 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,772 | $106,110-61.6% | $147,005-72.3% | $77,671-47.5% |
| Participation rate | 98.1% | 78.4%+19.7pp | 82.2%+15.9pp | 70.6%+27.5pp |
| Annual return | 22.63% | 56.77%-34.1pp | 418.76%-396.1pp | 31.21%-8.6pp |
| Employer contribution / active EE | $2,058 | $4,065-49.4% | $4,934-58.3% | $2,726-24.5% |
| Participant deferral / active EE | $8,564 | $7,992+7.2% | $8,070+6.1% | $4,648+84.2% |
| Admin fee / account holder | $274 | $338-18.9% | $13,006-97.9% | $430-36.4% |