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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,238 |
Filed as: MML INSURANCE AGENCY LLC Service code 49 · EIN 04-3109325 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $42,399 | $88,122-51.9% | $141,197-70.0% | $67,582-37.3% |
| Participation rate | 17.6% | 76.5%-58.9pp | 82.5%-64.9pp | 71.3%-53.7pp |
| Annual return | 26.35% | 75.40%-49.0pp | 71.41%-45.1pp | 378.57%-352.2pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,736-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,081 | $5,958-48.3% | $6,710-54.1% | $3,539-12.9% |
| Admin fee / account holder | $93 | $131-28.9% | $10,265-99.1% | $142-34.6% |