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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,591 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $5,461 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,056 | $47,977-47.8% | $154,108-83.7% | $56,289-55.5% |
| Participation rate | 68.0% | 66.2%+1.8pp | 83.0%-15.1pp | 69.9%-1.9pp |
| Annual return | 7.40% | 3.54%+3.9pp | 735.21%-727.8pp | -9.96%+17.4pp |
| Employer contribution / active EE | $606 | $2,169-72.1% | $5,298-88.6% | $2,111-71.3% |
| Participant deferral / active EE | $1,018 | $2,392-57.4% | $5,081-80.0% | $3,350-69.6% |
| Admin fee / account holder | $133 | $438-69.8% | $13,411-99.0% | $521-74.6% |