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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,962 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $6,081 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,891 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $352 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,222 | $62,543-45.3% | $83,322-58.9% | $55,725-38.6% |
| Participation rate | 68.8% | 78.4%-9.6pp | 77.8%-9.0pp | 70.9%-2.1pp |
| Annual return | -8.14% | 14.85%-23.0pp | 10.64%-18.8pp | 244.93%-253.1pp |
| Employer contribution / active EE | $1,055 | $2,427-56.5% | $3,379-68.8% | $2,078-49.2% |
| Participant deferral / active EE | $4,031 | $5,682-29.1% | $5,565-27.6% | $3,356+20.1% |
| Admin fee / account holder | $139 | $103+35.1% | $7,540-98.2% | $115+21.0% |