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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $77,897 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $19,441 |
Filed as: BROOKE & ASSOCIATES, LLC Service code 13 · EIN 45-4090227 | Contract Administrator | $4,944 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,118 | $66,457-75.7% | $81,382-80.2% | $77,643-79.2% |
| Participation rate | 30.4% | 68.7%-38.3pp | 69.5%-39.1pp | 70.6%-40.1pp |
| Annual return | 30.74% | 15.93%+14.8pp | 24.73%+6.0pp | 31.24%-0.5pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $2,463-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,043 | $3,679-71.6% | $3,883-73.1% | $4,647-77.6% |
| Admin fee / account holder | $252 | $583-56.8% | $5,768-95.6% | $430-41.5% |