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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $14,050 |
Service code 49 · EIN 27-4018270 445 DOLLEY MADISON RD · GREENSBORO, NC 27410 | Other Services | $8,749 |
NATIONWIDE4+ years Service code 65 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Account Maintenance | $7,926 |
Filed as: PRINCIPAL LIFE INS CO Service code 13 · EIN 42-0127290 711 HIGH ST · DES MOINES, IA 50392 | Contract Administrator | $7,625 |
Service code 27 | Advisory (Plan) | $2,895 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,024 | $47,977-47.8% | $154,111-83.8% | $56,287-55.5% |
| Participation rate | 75.5% | 66.2%+9.3pp | 83.0%-7.6pp | 69.9%+5.6pp |
| Annual return | -4.42% | 3.54%-8.0pp | 735.18%-739.6pp | -9.96%+5.5pp |
| Employer contribution / active EE | $1,216 | $2,169-43.9% | $5,298-77.1% | $2,111-42.4% |
| Participant deferral / active EE | $1,938 | $2,392-19.0% | $5,081-61.9% | $3,350-42.2% |
| Admin fee / account holder | $135 | $438-69.1% | $13,411-99.0% | $521-74.0% |