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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $147,637 |
KESTRA INVESTMENT SERVICES LLC3+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $16,510 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $13,840 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,444 | $105,581-87.3% | $70,476-80.9% | $90,274-85.1% |
| Participation rate | 95.4% | 77.5%+17.8pp | 75.1%+20.3pp | 73.4%+22.0pp |
| Annual return | 12.27% | 14.78%-2.5pp | 109.12%-96.8pp | 53.97%-41.7pp |
| Employer contribution / active EE | $529 | $3,304-84.0% | $2,738-80.7% | $2,523-79.0% |
| Participant deferral / active EE | $2,946 | $3,813-22.7% | $3,710-20.6% | $4,231-30.4% |
| Admin fee / account holder | $108 | $68+59.9% | $3,847-97.2% | $114-5.3% |