Filed August 3, 2022 (most recent of 5 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $46,510 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,542 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $10,080 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $184,081 | $84,948+116.7% | $70,494+161.1% | $73,412+150.7% |
| Participation rate | 83.5% | 79.9%+3.6pp | 75.1%+8.5pp | 72.2%+11.3pp |
| Annual return | 11.04% | 13.39%-2.3pp | 109.16%-98.1pp | 59.30%-48.3pp |
| Employer contribution / active EE | $4,769 | $2,834+68.3% | $2,738+74.2% | $2,234+113.5% |
| Participant deferral / active EE | $5,944 | $3,387+75.5% | $3,711+60.2% | $3,806+56.2% |
| Admin fee / account holder | $148 | $98+50.7% | $3,848-96.2% | $158-6.4% |