Filed February 26, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,536 |
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $13,316 |
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 | $37,414 | $52,293-28.5% | $178,499-79.0% | $73,412-49.0% |
| Participation rate | 77.8% | 65.3%+12.5pp | 81.9%-4.1pp | 72.2%+5.6pp |
| Annual return | 12.92% | 34.75%-21.8pp | 151.10%-138.2pp | 59.30%-46.4pp |
| Employer contribution / active EE | $802 | $1,735-53.8% | $5,011-84.0% | $2,234-64.1% |
| Participant deferral / active EE | $1,816 | $2,332-22.1% | $5,202-65.1% | $3,806-52.3% |
| Admin fee / account holder | $56 | $127-56.0% | $13,986-99.6% | $158-64.5% |