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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $43,284 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,243 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,375 | $45,343+522.8% | $150,298+87.9% | $67,986+315.3% |
| Participation rate | 91.6% | 51.9%+39.7pp | 77.8%+13.8pp | 57.2%+34.4pp |
| Annual return | 15.01% | 33.28%-18.3pp | 62.79%-47.8pp | 31.67%-16.7pp |
| Employer contribution / active EE | $6,313 | $1,462+331.8% | $4,154+52.0% | $2,019+212.7% |
| Participant deferral / active EE | $7,378 | $2,055+259.1% | $5,453+35.3% | $3,358+119.7% |
| Admin fee / account holder | $34 | $2,250-98.5% | $14,116-99.8% | $3,203-98.9% |