Filed February 26, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,891 |
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $11,833 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,849 | $37,196-0.9% | $154,111-76.1% | $55,725-33.9% |
| Participation rate | 75.6% | 64.1%+11.5pp | 83.0%-7.5pp | 70.9%+4.7pp |
| Annual return | -3.92% | 1319.68%-1323.6pp | 735.18%-739.1pp | 244.93%-248.8pp |
| Employer contribution / active EE | $553 | $1,614-65.8% | $5,298-89.6% | $2,078-73.4% |
| Participant deferral / active EE | $1,363 | $2,068-34.1% | $5,081-73.2% | $3,356-59.4% |
| Admin fee / account holder | $52 | $102-48.7% | $13,411-99.6% | $115-54.8% |