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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $7,575 |
Service code 49 · EIN 74-2794194 | Other Services | $5,715 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,807 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $90,173 | $65,125+38.5% | $143,797-37.3% | $66,949+34.7% |
| Participation rate | 49.3% | 65.2%-15.9pp | 80.3%-31.0pp | 69.8%-20.5pp |
| Annual return | -12.52% | -11.13%-1.4pp | -0.04%-12.5pp | 1.57%-14.1pp |
| Employer contribution / active EE | $830 | $2,362-64.9% | $4,952-83.2% | $2,545-67.4% |
| Participant deferral / active EE | $3,192 | $2,920+9.3% | $5,638-43.4% | $4,239-24.7% |
| Admin fee / account holder | $26 | $503-94.7% | $14,679-99.8% | $594-95.5% |