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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Filed as: PRINCIPAL LIFE INSURANCE CO. Service code 13 · EIN 42-0127290 | Contract Administrator | $185,053 |
KESTRA INVESTMENT SERVICES LLC3+ years Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 49 · EIN 74-2794194 | Other Services | $61,477 |
Service code 49 · EIN 38-3220894 | Other Services | $17,077 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,580 | $99,168-58.1% | $96,534-56.9% | $74,460-44.2% |
| Participation rate | 98.2% | 80.7%+17.6pp | 76.0%+22.3pp | 70.7%+27.5pp |
| Annual return | 18.08% | 22.40%-4.3pp | 25.88%-7.8pp | 34.38%-16.3pp |
| Employer contribution / active EE | $3,059 | $2,570+19.0% | $2,965+3.1% | $2,638+15.9% |
| Participant deferral / active EE | $4,859 | $4,936-1.6% | $4,851+0.2% | $4,530+7.3% |
| Admin fee / account holder | $171 | $225-23.9% | $8,253-97.9% | $348-50.8% |