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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $38,662 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $16,795 |
ORENDA RETIREMENT, LLC1 year Service code 13 · EIN 36-4877979 | Contract Administrator | $8,050 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 | Advisory (Plan) | $6 |
Employer 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).
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 | $16,082 | $62,132-74.1% | $185,835-91.3% | $73,493-78.1% |
| Participation rate | 95.8% | 67.8%+27.9pp | 78.0%+17.7pp | 70.7%+25.1pp |
| Annual return | 13.96% | 20.44%-6.5pp | 35.96%-22.0pp | 28.51%-14.6pp |
| Employer contribution / active EE | $66 | $1,681-96.1% | $4,087-98.4% | $2,270-97.1% |
| Participant deferral / active EE | $2,418 | $3,711-34.8% | $5,633-57.1% | $3,740-35.3% |
| Admin fee / account holder | $227 | $419-45.9% | $9,502-97.6% | $513-55.8% |