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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $38,570 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,546 |
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,044 | $73,848+162.8% | $143,799+34.9% | $68,486+183.3% |
| Participation rate | 93.8% | 66.7%+27.1pp | 80.3%+13.4pp | 67.9%+25.9pp |
| Annual return | -16.43% | 0.91%-17.3pp | -0.04%-16.4pp | -7.85%-8.6pp |
| Employer contribution / active EE | $13,261 | $3,184+316.4% | $4,952+167.8% | $2,597+410.7% |
| Participant deferral / active EE | $7,215 | $3,385+113.2% | $5,638+28.0% | $4,028+79.1% |
| Admin fee / account holder | $49 | $5,755-99.1% | $14,677-99.7% | $5,404-99.1% |