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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,702 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 49 · EIN 74-2794194 | Other Services | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,476 | $37,196-79.9% | $154,111-95.1% | $55,725-86.6% |
| Participation rate | 81.5% | 64.1%+17.4pp | 83.0%-1.5pp | 70.9%+10.7pp |
| Annual return | -3.94% | 1319.68%-1323.6pp | 735.18%-739.1pp | 244.93%-248.9pp |
| Employer contribution / active EE | $325 | $1,614-79.8% | $5,298-93.9% | $2,078-84.3% |
| Participant deferral / active EE | $1,611 | $2,068-22.1% | $5,081-68.3% | $3,356-52.0% |
| Admin fee / account holder | $120 | $102+17.8% | $13,411-99.1% | $115+3.9% |