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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $121,345 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $41,140 |
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.
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 | $39,989 | $40,522-1.3% | $84,628-52.7% | $67,579-40.8% |
| Participation rate | 96.0% | 51.1%+44.9pp | 68.2%+27.8pp | 71.3%+24.8pp |
| Annual return | 13.95% | 32.72%-18.8pp | 258.80%-244.8pp | 378.56%-364.6pp |
| Employer contribution / active EE | $1,186 | $1,146+3.5% | $2,653-55.3% | $2,148-44.8% |
| Participant deferral / active EE | $3,879 | $2,132+82.0% | $3,900-0.5% | $3,539+9.6% |
| Admin fee / account holder | $300 | $145+106.7% | $4,914-93.9% | $142+111.1% |