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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $145,579 |
THE BENEFIT PRACTICE6 years Service code 13 · EIN 13-4144565 | Contract Administrator | $45,805 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $45,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,208 | $106,230+2.8% | $147,080-25.7% | $77,736+40.5% |
| Participation rate | 98.8% | 78.4%+20.4pp | 82.2%+16.6pp | 70.6%+28.2pp |
| Annual return | 12.22% | 56.91%-44.7pp | 420.17%-407.9pp | 31.26%-19.0pp |
| Employer contribution / active EE | $3,595 | $4,072-11.7% | $4,933-27.1% | $2,728+31.8% |
| Participant deferral / active EE | $11,062 | $8,001+38.3% | $8,066+37.1% | $4,651+137.9% |
| Admin fee / account holder | $218 | $338-35.7% | $12,989-98.3% | $433-49.8% |