Filed November 9, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $76,540 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $16,074 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,471 | $65,960-72.0% | $81,882-77.4% | $77,762-76.2% |
| Participation rate | 93.9% | 65.8%+28.2pp | 72.4%+21.6pp | 70.6%+23.4pp |
| Annual return | 12.06% | 26.64%-14.6pp | 779.47%-767.4pp | 31.27%-19.2pp |
| Employer contribution / active EE | $605 | $2,375-74.5% | $2,916-79.2% | $2,728-77.8% |
| Participant deferral / active EE | $2,320 | $3,505-33.8% | $4,323-46.3% | $4,651-50.1% |
| Admin fee / account holder | $192 | $526-63.5% | $7,360-97.4% | $433-55.6% |