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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL LIFE INSURANCE CO. Service code 13 · EIN 42-0127290 | Contract Administrator | $153,019 |
KESTRA INVESTMENT SERVICES LLC2+ years Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 49 · EIN 74-2794194 | Other Services | $54,034 |
Service code 49 · EIN 38-3220894 | Other Services | $15,033 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,302 | $72,303-55.3% | $86,698-62.7% | $64,819-50.2% |
| Participation rate | 96.8% | 80.4%+16.3pp | 76.6%+20.2pp | 71.5%+25.3pp |
| Annual return | -1.39% | 392.77%-394.2pp | 35.95%-37.3pp | 32.84%-34.2pp |
| Employer contribution / active EE | $2,567 | $2,393+7.3% | $2,837-9.5% | $2,507+2.4% |
| Participant deferral / active EE | $3,944 | $4,660-15.4% | $4,656-15.3% | $4,311-8.5% |
| Admin fee / account holder | $138 | $174-20.5% | $7,493-98.2% | $188-26.3% |