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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $229,807 |
Filed as: GALLAGHER BENEFITS SERVICES Service code 16 · EIN 13-3727333 | Consulting | $41,600 |
Filed as: KESTRA ADVISORY Service code 49 · EIN 47-1566880 | Other Services | $10,400 |
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 | $158,417 | $105,173+50.6% | $87,102+81.9% | $77,775+103.7% |
| Participation rate | 99.6% | 85.8%+13.8pp | 76.9%+22.7pp | 73.2%+26.4pp |
| Annual return | 24.52% | 24.52%0pp | 28.19%-3.7pp | 32.58%-8.1pp |
| Employer contribution / active EE | $8,507 | $2,890+194.3% | $2,521+237.4% | $2,504+239.7% |
| Participant deferral / active EE | $10,290 | $5,048+103.8% | $4,048+154.2% | $3,966+159.5% |
| Admin fee / account holder | $181 | $105+73.5% | $7,493-97.6% | $100+81.3% |