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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,700 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 49 | Other Services | $13,000 |
Filed as: VALIC Service code 15 · EIN 74-1625348 | Recordkeeping | $122 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 49 · EIN 36-4291971 | Other Services | $0 |
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 | $37,622 | $68,408-45.0% | $57,196-34.2% | $57,658-34.7% |
| Participation rate | 89.1% | 79.1%+10.0pp | 75.3%+13.8pp | 70.2%+18.9pp |
| Annual return | 5.59% | 8.51%-2.9pp | 14.59%-9.0pp | 5.13%+0.5pp |
| Employer contribution / active EE | $1,665 | $2,869-42.0% | $2,683-38.0% | $1,974-15.7% |
| Participant deferral / active EE | $2,371 | $2,903-18.3% | $3,096-23.4% | $3,061-22.5% |
| Admin fee / account holder | $73 | $70+5.2% | $3,141-97.7% | $95-22.5% |