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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INSURANCE AGENCY LLC Service code 49 · EIN 04-3109325 | Other Services | $40,137 |
Filed as: AMERIPRISE FINANCIAL SVCS INC - 205 Service code 49 · EIN 41-0973005 | Other Services | $10,025 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,745 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,067 | $75,388-28.3% | $123,553-56.2% | $55,727-3.0% |
| Participation rate | 87.9% | 75.7%+12.2pp | 82.3%+5.6pp | 70.9%+17.0pp |
| Annual return | 6.58% | 4.48%+2.1pp | 119.21%-112.6pp | 244.94%-238.4pp |
| Employer contribution / active EE | $5,424 | $3,063+77.1% | $4,628+17.2% | $2,078+161.0% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $13 | $120-88.7% | $9,284-99.9% | $115-88.3% |