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| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC2+ years Service code 49 · EIN 74-2794194 | Other Services | $25,832 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,720 |
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 | $35,801 | $55,453-35.4% | $170,435-79.0% | $62,293-42.5% |
| Participation rate | 94.7% | 66.4%+28.3pp | 83.6%+11.1pp | 69.5%+25.2pp |
| Annual return | 8.83% | 21.38%-12.6pp | 205.94%-197.1pp | 28.90%-20.1pp |
| Employer contribution / active EE | $2,597 | $2,164+20.1% | $5,432-52.2% | $2,042+27.2% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |