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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,471 | $65,908-72.0% | $81,812-77.4% | $77,643-76.2% |
| Participation rate | 93.9% | 65.8%+28.2pp | 72.3%+21.6pp | 70.6%+23.4pp |
| Annual return | 12.06% | 26.64%-14.6pp | 773.79%-761.7pp | 31.24%-19.2pp |
| Employer contribution / active EE | $605 | $2,370-74.5% | $2,912-79.2% | $2,726-77.8% |
| Participant deferral / active EE | $2,320 | $3,505-33.8% | $4,319-46.3% | $4,647-50.1% |
| Admin fee / account holder | $192 | $526-63.5% | $7,386-97.4% | $430-55.3% |