See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $59,800 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 49 | Other Services | $9,750 |
TIAA3 years Service code 49 · EIN 13-1624203 | Other Services | $208 |
Filed as: VALIC Service code 15 · EIN 74-1625348 | Recordkeeping | $94 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 49 · EIN 36-4291971 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,482 | $60,989-15.6% | $60,874-15.4% | $66,914-23.1% |
| Participation rate | 75.7% | 74.5%+1.2pp | 73.1%+2.6pp | 69.8%+5.9pp |
| Annual return | -13.38% | -9.60%-3.8pp | 16.90%-30.3pp | 1.58%-15.0pp |
| Employer contribution / active EE | $991 | $2,661-62.8% | $2,701-63.3% | $2,544-61.1% |
| Participant deferral / active EE | $2,278 | $3,615-37.0% | $3,817-40.3% | $4,237-46.2% |
| Admin fee / account holder | $160 | $338-52.8% | $3,224-95.0% | $593-73.1% |