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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $18,992 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $8,561 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,944 | $53,841-74.1% | $75,731-81.6% | $85,851-83.8% |
| Participation rate | 82.6% | 69.0%+13.6pp | 74.8%+7.8pp | 69.3%+13.3pp |
| Annual return | 14.20% | 24.54%-10.3pp | 104.65%-90.4pp | 318.63%-304.4pp |
| Employer contribution / active EE | $1,728 | $2,017-14.3% | $2,743-37.0% | $2,565-32.6% |
| Participant deferral / active EE | $1,692 | $2,895-41.5% | $3,820-55.7% | $3,952-57.2% |
| Admin fee / account holder | $134 | $3,340-96.0% | $3,620-96.3% | $6,261-97.9% |