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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $99,784 |
GALLAGHER FIDUCIARY ADVISORS, LLC10+ years Filed as: GALLAGHER BENEFIT SERVICES Service code 49 | Other Services | $13,000 |
GALLAGHER FIDUCIARY ADVISORS, LLC10+ years Filed as: GALLAGHER BENEFIT SERVICES INC Service code 49 · EIN 36-4291971 | Other Services | $0 |
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 | $56,932 | $91,621-37.9% | $67,511-15.7% | $77,671-26.7% |
| Participation rate | 75.7% | 76.0%-0.2pp | 72.9%+2.8pp | 70.6%+5.1pp |
| Annual return | 12.13% | 14.87%-2.7pp | 3517.41%-3505.3pp | 31.21%-19.1pp |
| Employer contribution / active EE | $1,028 | $3,184-67.7% | $2,733-62.4% | $2,726-62.3% |
| Participant deferral / active EE | $2,353 | $3,906-39.8% | $4,000-41.2% | $4,648-49.4% |
| Admin fee / account holder | $262 | $176+48.7% | $3,999-93.4% | $430-39.1% |