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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 74-2794194 | Advisory (Plan) | $47,774 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,914 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $13,750 |
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 | $81,038 | $80,177+1.1% | $123,894-34.6% | $57,658+40.5% |
| Participation rate | 90.6% | 74.4%+16.1pp | 81.4%+9.2pp | 70.2%+20.3pp |
| Annual return | 8.54% | 17.90%-9.4pp | 47.52%-39.0pp | 5.13%+3.4pp |
| Employer contribution / active EE | $2,114 | $2,913-27.4% | $4,617-54.2% | $1,974+7.1% |
| Participant deferral / active EE | $7,137 | $5,130+39.1% | $5,984+19.3% | $3,061+133.2% |
| Admin fee / account holder | $78 | $106-26.5% | $8,357-99.1% | $95-17.3% |