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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,240 |
MMA SECURITIES LLC2+ years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $20,278 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,271 | $91,474-45.0% | $135,982-63.0% | $71,529-29.7% |
| Participation rate | 94.6% | 75.7%+18.9pp | 81.9%+12.6pp | 67.9%+26.6pp |
| Annual return | 44.51% | 29.89%+14.6pp | 68.32%-23.8pp | 28.97%+15.5pp |
| Employer contribution / active EE | $5,575 | $3,705+50.5% | $4,859+14.7% | $2,590+115.3% |
| Participant deferral / active EE | $9,962 | $7,095+40.4% | $7,760+28.4% | $4,291+132.1% |
| Admin fee / account holder | $129 | $1,267-89.9% | $10,767-98.8% | $1,588-91.9% |