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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $84,776 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 49 | Other Services | $13,000 |
Filed as: VALIC Service code 15 · EIN 74-1625348 | Recordkeeping | $103 |
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 | $53,753 | $60,795-11.6% | $69,464-22.6% | $65,185-17.5% |
| Participation rate | 89.4% | 74.9%+14.5pp | 74.6%+14.8pp | 70.2%+19.2pp |
| Annual return | 18.91% | 17.46%+1.5pp | 28.98%-10.1pp | 29.38%-10.5pp |
| Employer contribution / active EE | $2,065 | $2,452-15.8% | $2,779-25.7% | $2,177-5.1% |
| Participant deferral / active EE | $3,036 | $3,162-4.0% | $3,536-14.1% | $3,514-13.6% |
| Admin fee / account holder | $215 | $314-31.5% | $3,840-94.4% | $847-74.6% |