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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,061 |
Filed as: AGGREGATE RETIREMENT SOLUTIONS Service code 13 · EIN 47-1910719 | Contract Administrator | $15,370 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 | Advisory (Plan) | $11,957 |
Filed as: SIDE BY SIDE FINANCIALS, INC Service code 13 · EIN 27-3232902 | Contract Administrator | $8,864 |
Service code 13 | Contract Administrator | $2,218 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,318 | $69,305-85.1% | $82,312-87.5% | $69,631-85.2% |
| Participation rate | 100.0% | 80.3%+19.7pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 15.45% | 21.47%-6.0pp | 25.88%-10.4pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $0 | $1,887-100.0% | $2,428-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $758 | $3,568-78.8% | $3,706-79.5% | $3,224-76.5% |
| Admin fee / account holder | $127 | $97+30.4% | $5,608-97.7% | $110+14.7% |