Filed November 22, 2017
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,147 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $29,570 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,200 | $91,439-1.4% | $135,974-33.7% | $71,511+26.1% |
| Participation rate | 66.4% | 75.7%-9.3pp | 81.9%-15.6pp | 67.9%-1.6pp |
| Annual return | 16.69% | 29.90%-13.2pp | 68.30%-51.6pp | 28.86%-12.2pp |
| Employer contribution / active EE | $2,491 | $3,705-32.8% | $4,859-48.7% | $2,589-3.8% |
| Participant deferral / active EE | $8,348 | $7,093+17.7% | $7,760+7.6% | $4,291+94.6% |
| Admin fee / account holder | $309 | $1,267-75.6% | $10,767-97.1% | $1,588-80.6% |