Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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).
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 | $51,482 | $60,989-15.6% | $60,906-15.5% | $66,938-23.1% |
| Participation rate | 75.7% | 74.5%+1.2pp | 73.1%+2.6pp | 69.8%+5.9pp |
| Annual return | -13.38% | -9.60%-3.8pp | 16.94%-30.3pp | 1.58%-15.0pp |
| Employer contribution / active EE | $991 | $2,661-62.8% | $2,703-63.4% | $2,545-61.1% |
| Participant deferral / active EE | $2,278 | $3,615-37.0% | $3,814-40.3% | $4,238-46.3% |
| Admin fee / account holder | $160 | $338-52.8% | $3,227-95.0% | $594-73.1% |