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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,482 |
Service code 27 · EIN 27-4653554 | Advisory (Plan) | $9,026 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $5,876 |
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 | $20,784 | $58,895-64.7% | $178,503-88.4% | $73,497-71.7% |
| Participation rate | 92.4% | 66.2%+26.2pp | 81.9%+10.5pp | 70.7%+21.7pp |
| Annual return | 4.05% | 24.86%-20.8pp | 151.12%-147.1pp | 28.51%-24.5pp |
| Employer contribution / active EE | $656 | $2,236-70.7% | $5,011-86.9% | $2,270-71.1% |
| Participant deferral / active EE | $1,134 | $2,567-55.8% | $5,202-78.2% | $3,740-69.7% |
| Admin fee / account holder | $129 | $400-67.7% | $13,987-99.1% | $513-74.8% |