Filed November 9, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $71,990 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $13,682 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,586 | $52,208-70.1% | $86,612-82.0% | $74,419-79.1% |
| Participation rate | 96.7% | 66.3%+30.4pp | 71.7%+25.0pp | 70.7%+26.0pp |
| Annual return | 15.65% | 44.46%-28.8pp | 591.07%-575.4pp | 34.38%-18.7pp |
| Employer contribution / active EE | $571 | $2,282-75.0% | $3,022-81.1% | $2,637-78.4% |
| Participant deferral / active EE | $2,071 | $3,383-38.8% | $4,438-53.3% | $4,528-54.3% |
| Admin fee / account holder | $168 | $319-47.2% | $5,614-97.0% | $348-51.6% |