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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $202,652 |
Filed as: GALLAGHER BENEFIT SERVIC Service code 16 · EIN 13-3727333 | Consulting | $44,302 |
Filed as: KESTRA ADVISORY SVCS LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $7,200 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $132,614 | $65,118+103.7% | $76,768+72.7% | $55,727+138.0% |
| Participation rate | 99.5% | 79.6%+19.9pp | 77.0%+22.5pp | 70.9%+28.6pp |
| Annual return | -4.58% | -1.27%-3.3pp | 2.43%-7.0pp | 244.94%-249.5pp |
| Employer contribution / active EE | $10,402 | $1,941+435.9% | $2,485+318.5% | $2,078+400.5% |
| Participant deferral / active EE | $10,068 | $3,688+173.0% | $3,852+161.4% | $3,356+200.0% |
| Admin fee / account holder | $183 | $116+58.3% | $6,676-97.3% | $115+59.3% |