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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $161,877 |
KESTRA INVESTMENT SERVICES LLC3+ years Service code 27 · EIN 74-2794194 | Advisory (Plan) | $62,904 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $25,144 | $96,458-73.9% | $136,298-81.6% | $77,958-67.7% |
| Participation rate | 53.7% | 75.4%-21.7pp | 81.9%-28.2pp | 71.6%-17.9pp |
| Annual return | 18.57% | 23.78%-5.2pp | 5156.27%-5137.7pp | 20.87%-2.3pp |
| Employer contribution / active EE | $1,338 | $3,144-57.4% | $4,696-71.5% | $2,310-42.1% |
| Participant deferral / active EE | $2,546 | $5,902-56.9% | $6,247-59.2% | $3,537-28.0% |
| Admin fee / account holder | $105 | $80+30.1% | $9,244-98.9% | $97+7.5% |