See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,517 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 | Advisory (Plan) | $31,634 |
THE ANGELL PENSION GROUP, INC.2+ years Filed as: THE ANGELL PENSION GROUP INC Service code 49 · EIN 04-2530412 | Other Services | $5,361 |
Filed as: MML INVESTORS Service code 27 · EIN 04-2746212 | Advisory (Plan) | $0 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,525 | $89,282-52.4% | $94,646-55.1% | $74,419-42.9% |
| Participation rate | 75.8% | 82.4%-6.6pp | 80.8%-5.0pp | 70.7%+5.0pp |
| Annual return | 23.24% | 25.96%-2.7pp | 156.71%-133.5pp | 34.38%-11.1pp |
| Employer contribution / active EE | $998 | $3,022-67.0% | $3,672-72.8% | $2,637-62.2% |
| Participant deferral / active EE | $8,009 | $8,425-4.9% | $7,418+8.0% | $4,528+76.9% |
| Admin fee / account holder | $217 | $219-1.0% | $7,231-97.0% | $348-37.8% |