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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $730,112 |
KESTRA INVESTMENT SERVICES LLC1+ years Service code 49 · EIN 74-2794194 | Other Services | $58,462 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 16 · EIN 35-2552359 | Consulting | $42,000 |
HUNTON ANDREWS KURTH LLP1+ years Filed as: HUNTON & WILLIAMS, LLP Service code 29 · EIN 54-0572269 | Legal | $19,378 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $13,000 |
SUNRISE SENIOR LIVING1+ years Service code 14 · EIN 54-1746596 | Plan Administrator | $12,307 |
IBBOTSON ASSOCIATES INC.1+ years Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,295 | $46,516-82.2% | $147,618-94.4% | $69,651-88.1% |
| Participation rate | 84.1% | 65.8%+18.2pp | 84.6%-0.6pp | 66.6%+17.5pp |
| Annual return | 1.26% | 9.48%-8.2pp | 61.98%-60.7pp | 53.77%-52.5pp |
| Employer contribution / active EE | $334 | $1,393-76.0% | $5,564-94.0% | $2,241-85.1% |
| Participant deferral / active EE | $1,031 | $2,719-62.1% | $4,895-78.9% | $3,635-71.7% |
| Admin fee / account holder | $47 | $45+5.5% | $11,612-99.6% | $63-25.3% |