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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,332 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $10,409 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,684 | $65,041-3.6% | $90,951-31.1% | $79,858-21.5% |
| Participation rate | 45.6% | 61.6%-16.1pp | 69.0%-23.5pp | 69.6%-24.1pp |
| Annual return | 8.06% | 30.45%-22.4pp | 134.60%-126.5pp | 31.71%-23.7pp |
| Employer contribution / active EE | $547 | $1,247-56.1% | $2,122-74.2% | $2,471-77.9% |
| Participant deferral / active EE | $1,673 | $2,512-33.4% | $3,373-50.4% | $3,740-55.3% |
| Admin fee / account holder | $436 | $4,536-90.4% | $5,959-92.7% | $5,306-91.8% |