Filed February 26, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,855 |
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $11,549 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,522 | $62,928-43.6% | $172,752-79.4% | $67,579-47.4% |
| Participation rate | 75.5% | 64.5%+11.1pp | 82.6%-7.1pp | 71.3%+4.3pp |
| Annual return | 15.64% | 30.36%-14.7pp | 802.97%-787.3pp | 378.56%-362.9pp |
| Employer contribution / active EE | $625 | $1,636-61.8% | $5,144-87.9% | $2,148-70.9% |
| Participant deferral / active EE | $1,484 | $2,145-30.8% | $5,198-71.5% | $3,539-58.1% |
| Admin fee / account holder | $58 | $167-65.4% | $13,955-99.6% | $142-59.5% |