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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $99,784 |
GALLAGHER FIDUCIARY ADVISORS, LLC10+ years Filed as: GALLAGHER BENEFIT SERVICES Service code 49 | Other Services | $13,000 |
GALLAGHER FIDUCIARY ADVISORS, LLC10+ years 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 | $56,932 | $91,692-37.9% | $67,561-15.7% | $77,714-26.7% |
| Participation rate | 75.7% | 76.0%-0.3pp | 72.9%+2.8pp | 70.6%+5.1pp |
| Annual return | 12.13% | 14.88%-2.7pp | 3525.44%-3513.3pp | 31.26%-19.1pp |
| Employer contribution / active EE | $1,028 | $3,188-67.7% | $2,735-62.4% | $2,727-62.3% |
| Participant deferral / active EE | $2,353 | $3,912-39.9% | $4,003-41.2% | $4,649-49.4% |
| Admin fee / account holder | $262 | $245+7.2% | $4,006-93.5% | $433-39.5% |