Filed June 21, 2017
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $200,798 |
KESTRA INVESTMENT SERVICES LLC6+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $75,536 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,127 | $72,303+3.9% | $86,698-13.3% | $64,819+15.9% |
| Participation rate | 99.2% | 80.4%+18.8pp | 76.6%+22.6pp | 71.5%+27.7pp |
| Annual return | -16.28% | 392.77%-409.0pp | 35.95%-52.2pp | 32.84%-49.1pp |
| Employer contribution / active EE | $6,500 | $2,393+171.6% | $2,837+129.1% | $2,507+159.3% |
| Participant deferral / active EE | $9,518 | $4,660+104.3% | $4,656+104.4% | $4,311+120.8% |
| Admin fee / account holder | $241 | $174+38.8% | $7,493-96.8% | $188+28.6% |