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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $73,730 |
KESTRA INVESTMENT SERVICES LLC2+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $28,057 |
THE BENEFIT PRACTICE2+ years Service code 49 · EIN 13-4144565 | Other Services | $6,681 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,299 | $95,369-64.0% | $135,942-74.8% | $74,440-53.9% |
| Participation rate | 98.5% | 78.2%+20.3pp | 81.9%+16.6pp | 70.7%+27.8pp |
| Annual return | 24.98% | 32.72%-7.7pp | 68.28%-43.3pp | 34.37%-9.4pp |
| Employer contribution / active EE | $2,521 | $3,878-35.0% | $4,858-48.1% | $2,638-4.4% |
| Participant deferral / active EE | $9,018 | $7,788+15.8% | $7,759+16.2% | $4,529+99.1% |
| Admin fee / account holder | $178 | $266-33.3% | $10,764-98.3% | $348-48.9% |