Filed June 1, 2022
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPLE LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,902 |
Service code 49 · EIN 74-2794194 | Other Services | $30,041 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $15,333 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $76,588 | $50,637+51.3% | $86,581-11.5% | $62,293+22.9% |
| Participation rate | 90.8% | 67.9%+22.9pp | 73.5%+17.2pp | 69.5%+21.2pp |
| Annual return | 19.06% | 20.80%-1.7pp | 965.06%-946.0pp | 28.90%-9.8pp |
| Employer contribution / active EE | $8,514 | $2,075+310.3% | $2,840+199.9% | $2,042+316.9% |
| Participant deferral / active EE | $5,770 | $2,611+121.0% | $3,609+59.9% | $3,169+82.1% |
| Admin fee / account holder | $257 | $413-37.9% | $4,904-94.8% | $479-46.5% |