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| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC1+ years Service code 49 · EIN 74-2794194 | Other Services | $12,744 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,154 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,738 | $36,916-38.4% | $156,551-85.5% | $57,658-60.6% |
| Participation rate | 65.3% | 63.4%+1.9pp | 84.0%-18.7pp | 70.2%-4.9pp |
| Annual return | -0.62% | 12.38%-13.0pp | 32.23%-32.9pp | 5.13%-5.8pp |
| Employer contribution / active EE | $531 | $1,571-66.2% | $5,501-90.4% | $1,974-73.1% |
| Participant deferral / active EE | $865 | $1,926-55.1% | $4,871-82.2% | $3,061-71.7% |
| Admin fee / account holder | $33 | $82-59.5% | $13,028-99.7% | $95-64.6% |