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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,130 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $7,054 |
Service code 49 · EIN 74-2794194 | Other Services | $2,423 |
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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,524 | $64,705-65.2% | $62,929-64.2% | $67,986-66.9% |
| Participation rate | 49.5% | 65.6%-16.1pp | 73.1%-23.6pp | 57.2%-7.7pp |
| Annual return | 10.16% | 20.31%-10.1pp | 1063.93%-1053.8pp | 31.67%-21.5pp |
| Employer contribution / active EE | $739 | $2,376-68.9% | $2,505-70.5% | $2,019-63.4% |
| Participant deferral / active EE | $902 | $3,198-71.8% | $3,888-76.8% | $3,358-73.1% |
| Admin fee / account holder | $60 | $1,428-95.8% | $5,065-98.8% | $3,203-98.1% |