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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $90,236 |
KESTRA INVESTMENT SERVICES LLC2+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $47,936 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $100,411 | $66,813+50.3% | $100,528-0.1% | $73,493+36.6% |
| Participation rate | 98.4% | 77.5%+20.9pp | 79.4%+18.9pp | 70.7%+27.7pp |
| Annual return | 20.37% | 25.70%-5.3pp | 30.90%-10.5pp | 28.51%-8.1pp |
| Employer contribution / active EE | $6,188 | $2,147+188.3% | $3,419+81.0% | $2,270+172.6% |
| Participant deferral / active EE | $9,171 | $5,883+55.9% | $6,271+46.2% | $3,740+145.2% |
| Admin fee / account holder | $344 | $512-32.7% | $8,084-95.7% | $513-32.9% |