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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $83,192 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 49 | Other Services | $13,000 |
Filed as: VALIC Service code 15 · EIN 74-1625348 | Recordkeeping | $123 |
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 | $41,105 | $70,083-41.3% | $59,899-31.4% | $55,725-26.2% |
| Participation rate | 81.6% | 78.4%+3.3pp | 74.7%+6.9pp | 70.9%+10.8pp |
| Annual return | -4.06% | 3.13%-7.2pp | 3.46%-7.5pp | 244.93%-249.0pp |
| Employer contribution / active EE | $1,602 | $2,878-44.3% | $2,723-41.2% | $2,078-22.9% |
| Participant deferral / active EE | $2,365 | $3,079-23.2% | $3,402-30.5% | $3,356-29.5% |
| Admin fee / account holder | $184 | $70+162.2% | $3,592-94.9% | $115+60.0% |