Filed June 21, 2017
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $67,963 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $15,099 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,916 | $69,305-42.4% | $82,312-51.5% | $69,631-42.7% |
| Participation rate | 99.2% | 80.3%+18.9pp | 76.9%+22.3pp | 70.7%+28.5pp |
| Annual return | 0.00% | 21.47%-21.5pp | 25.88%-25.9pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $2,966 | $1,887+57.2% | $2,428+22.1% | $2,032+45.9% |
| Participant deferral / active EE | $3,296 | $3,568-7.6% | $3,706-11.1% | $3,224+2.3% |
| Admin fee / account holder | $104 | $97+7.4% | $5,608-98.1% | $110-5.5% |