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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,763 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,423 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $2,500 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6 |
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 | $46,251 | $53,774-14.0% | $134,162-65.5% | $79,856-42.1% |
| Participation rate | 78.9% | 58.8%+20.2pp | 72.2%+6.8pp | 69.6%+9.3pp |
| Annual return | 27.90% | 19.01%+8.9pp | 36.35%-8.5pp | 31.71%-3.8pp |
| Employer contribution / active EE | $2,961 | $1,322+124.0% | $3,705-20.1% | $2,471+19.8% |
| Participant deferral / active EE | $5,969 | $2,420+146.7% | $3,500+70.6% | $3,741+59.6% |
| Admin fee / account holder | $175 | $3,985-95.6% | $6,685-97.4% | $5,306-96.7% |