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| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $42,176 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,713 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,326 | $87,173-83.6% | $59,887-76.1% | $75,289-81.0% |
| Participation rate | 60.2% | 74.5%-14.3pp | 74.7%-14.5pp | 72.4%-12.3pp |
| Annual return | 9.24% | -2.14%+11.4pp | 3.46%+5.8pp | -0.04%+9.3pp |
| Employer contribution / active EE | $143 | $3,473-95.9% | $2,722-94.7% | $2,405-94.0% |
| Participant deferral / active EE | $1,625 | $3,379-51.9% | $3,402-52.2% | $3,739-56.5% |
| Admin fee / account holder | $45 | $75-39.3% | $3,591-98.7% | $102-55.6% |