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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $204,833 |
Filed as: GALLAGHER BENEFITS SERVICES Service code 16 · EIN 13-3727333 | Consulting | $38,400 |
Filed as: KESTRA ADVISORY Service code 49 · EIN 47-1566880 | Other Services | $9,600 |
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 | $187,315 | $176,471+6.1% | $95,968+95.2% | $90,274+107.5% |
| Participation rate | 99.9% | 86.6%+13.3pp | 77.1%+22.8pp | 73.4%+26.6pp |
| Annual return | 17.53% | 20.15%-2.6pp | 91.65%-74.1pp | 53.97%-36.4pp |
| Employer contribution / active EE | $8,121 | $2,783+191.8% | $2,542+219.5% | $2,523+221.8% |
| Participant deferral / active EE | $10,614 | $5,325+99.3% | $4,167+154.7% | $4,231+150.9% |
| Admin fee / account holder | $161 | $154+4.3% | $6,798-97.6% | $114+41.0% |