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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $20,400 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 | Advisory (Plan) | $9,245 |
Filed as: KESTRA ADVISORY Service code 27 · EIN 35-2552359 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,583 | $65,582-62.5% | $64,097-61.6% | $71,529-65.6% |
| Participation rate | 0.0% | 73.2%-73.2pp | 72.3%-72.3pp | 67.9%-67.9pp |
| Annual return | 8.80% | 18.96%-10.2pp | 33.75%-24.9pp | 28.97%-20.2pp |
| Employer contribution / active EE | $754 | $2,671-71.8% | $2,750-72.6% | $2,590-70.9% |
| Participant deferral / active EE | $775 | $3,628-78.6% | $3,881-80.0% | $4,291-81.9% |
| Admin fee / account holder | $268 | $616-56.5% | $3,070-91.3% | $1,588-83.1% |