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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $70,278 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 49 | Other Services | $13,000 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 49 · EIN 36-4291971 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,150 | $83,884-36.6% | $64,101-17.1% | $74,460-28.6% |
| Participation rate | 77.3% | 76.6%+0.6pp | 72.3%+4.9pp | 70.7%+6.5pp |
| Annual return | 14.83% | 16.57%-1.7pp | 33.72%-18.9pp | 34.38%-19.6pp |
| Employer contribution / active EE | $904 | $3,084-70.7% | $2,749-67.1% | $2,638-65.7% |
| Participant deferral / active EE | $2,162 | $3,692-41.4% | $3,881-44.3% | $4,530-52.3% |
| Admin fee / account holder | $177 | $196-9.5% | $3,070-94.2% | $348-49.0% |