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| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC1+ years Service code 49 · EIN 74-2794194 | Other Services | $23,041 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,520 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,429 | $46,732-26.3% | $156,551-78.0% | $55,167-37.6% |
| Participation rate | 91.3% | 65.8%+25.5pp | 84.0%+7.3pp | 69.0%+22.3pp |
| Annual return | -1.51% | 17.72%-19.2pp | 32.23%-33.7pp | 169.23%-170.7pp |
| Employer contribution / active EE | $2,730 | $2,105+29.7% | $5,501-50.4% | $1,963+39.1% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |