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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,867 |
KESTRA INVESTMENT SERVICES LLC3+ years Service code 27 · EIN 74-2794194 | Advisory (Plan) | $20,675 |
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 | $38,335 | $47,977-20.1% | $154,108-75.1% | $56,289-31.9% |
| Participation rate | 86.6% | 66.2%+20.4pp | 83.0%+3.5pp | 69.9%+16.7pp |
| Annual return | 7.32% | 3.54%+3.8pp | 735.21%-727.9pp | -9.96%+17.3pp |
| Employer contribution / active EE | $2,588 | $2,169+19.4% | $5,298-51.1% | $2,111+22.6% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $168 | $438-61.8% | $13,411-98.8% | $521-67.8% |