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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $74,690 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 49 | Other Services | $13,000 |
Filed as: VALIC Service code 15 · EIN 74-1625348 | Recordkeeping | $126 |
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 | $41,602 | $74,552-44.2% | $63,018-34.0% | $69,631-40.3% |
| Participation rate | 90.6% | 78.3%+12.4pp | 74.8%+15.8pp | 70.7%+19.9pp |
| Annual return | 15.67% | 15.77%-0.1pp | 87.62%-72.0pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $1,519 | $2,929-48.2% | $2,761-45.0% | $2,032-25.3% |
| Participant deferral / active EE | $2,232 | $2,974-25.0% | $3,330-33.0% | $3,224-30.8% |
| Admin fee / account holder | $146 | $59+145.5% | $3,601-95.9% | $110+32.1% |