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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $37,410 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,047 |
MORNINGSTAR2 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 | $256,931 | $55,446+363.4% | $155,574+65.2% | $74,429+245.2% |
| Participation rate | 93.3% | 61.9%+31.4pp | 78.2%+15.1pp | 67.2%+26.1pp |
| Annual return | 15.55% | 269.20%-253.6pp | 64.87%-49.3pp | 1368.38%-1352.8pp |
| Employer contribution / active EE | $6,295 | $2,266+177.8% | $4,676+34.6% | $2,625+139.8% |
| Participant deferral / active EE | $7,261 | $2,836+156.0% | $5,629+29.0% | $4,348+67.0% |
| Admin fee / account holder | $84 | $1,743-95.2% | $15,914-99.5% | $1,944-95.7% |