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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,745 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $11,324 |
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 | $24,824 | $52,967-53.1% | $172,753-85.6% | $65,186-61.9% |
| Participation rate | 69.5% | 66.2%+3.3pp | 82.6%-13.1pp | 70.2%-0.7pp |
| Annual return | 4.70% | 30.12%-25.4pp | 803.00%-798.3pp | 29.39%-24.7pp |
| Employer contribution / active EE | $627 | $2,190-71.4% | $5,144-87.8% | $2,177-71.2% |
| Participant deferral / active EE | $1,078 | $2,471-56.4% | $5,198-79.3% | $3,514-69.3% |
| Admin fee / account holder | $158 | $472-66.5% | $13,956-98.9% | $847-81.4% |