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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $80,793 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 49 | Other Services | $13,000 |
Filed as: VALIC Service code 15 · EIN 74-1625348 | Recordkeeping | $107 |
TIAA2 years Service code 49 · EIN 13-1624203 | Other Services | $25 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 49 · EIN 36-4291971 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,139 | $74,706-19.5% | $75,717-20.6% | $79,393-24.3% |
| Participation rate | 98.1% | 75.3%+22.7pp | 74.8%+23.2pp | 70.7%+27.4pp |
| Annual return | 10.78% | 18.52%-7.7pp | 104.58%-93.8pp | 116.87%-106.1pp |
| Employer contribution / active EE | $853 | $2,590-67.0% | $2,743-68.9% | $2,428-64.8% |
| Participant deferral / active EE | $3,095 | $3,533-12.4% | $3,821-19.0% | $4,046-23.5% |
| Admin fee / account holder | $192 | $374-48.8% | $3,619-94.7% | $627-69.4% |