Filed June 21, 2017
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $180,582 |
KESTRA INVESTMENT SERVICES LLC3+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $55,932 |
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 | $62,302 | $73,404-15.1% | $87,104-28.5% | $67,579-7.8% |
| Participation rate | 98.3% | 80.9%+17.4pp | 76.9%+21.4pp | 71.3%+27.0pp |
| Annual return | 40.87% | 48.29%-7.4pp | 28.19%+12.7pp | 378.56%-337.7pp |
| Employer contribution / active EE | $5,643 | $2,014+180.2% | $2,521+123.8% | $2,148+162.7% |
| Participant deferral / active EE | $7,726 | $3,913+97.5% | $4,048+90.8% | $3,539+118.3% |
| Admin fee / account holder | $239 | $142+69.1% | $7,491-96.8% | $142+68.3% |