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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,274 |
Filed as: GALLAGHER BENEFIT SVCS Service code 27 · EIN 13-3727333 | Advisory (Plan) | $9,600 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $98,511 | $72,770+35.4% | $67,652+45.6% | $55,191+78.5% |
| Participation rate | 99.4% | 78.8%+20.6pp | 75.7%+23.8pp | 69.2%+30.3pp |
| Annual return | 1.45% | -3.26%+4.7pp | 6625.40%-6624.0pp | 10.78%-9.3pp |
| Employer contribution / active EE | $6,122 | $1,769+246.0% | $2,266+170.2% | $1,899+222.4% |
| Participant deferral / active EE | $8,764 | $3,408+157.1% | $3,560+146.2% | $3,046+187.7% |
| Admin fee / account holder | $24 | $79-69.6% | $4,821-99.5% | $91-73.6% |