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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVIC Service code 16 · EIN 13-3727333 | Consulting | $38,398 |
Service code 49 · EIN 74-2794194 | Other Services | $29,681 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,872 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 47-1566880 | Advisory (Plan) | $9,600 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $142,951 | $69,305+106.3% | $82,312+73.7% | $69,634+105.3% |
| Participation rate | 99.8% | 80.3%+19.5pp | 76.9%+22.9pp | 70.7%+29.1pp |
| Annual return | 19.81% | 21.47%-1.7pp | 25.88%-6.1pp | 27572.26%-27552.4pp |
| Employer contribution / active EE | $11,986 | $1,887+535.3% | $2,428+393.6% | $2,032+489.8% |
| Participant deferral / active EE | $10,094 | $3,568+182.9% | $3,706+172.3% | $3,224+213.1% |
| Admin fee / account holder | $47 | $97-51.1% | $5,608-99.2% | $110-57.0% |