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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,541 |
Filed as: MML INSURANCE AGENCY LLC Service code 49 · EIN 04-3109325 | Other Services | $1,665 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,473 | $100,801-48.9% | $149,745-65.6% | $73,412-29.9% |
| Participation rate | 20.4% | 77.7%-57.2pp | 82.5%-62.0pp | 72.2%-51.7pp |
| Annual return | 31.70% | 265.34%-233.6pp | 276.72%-245.0pp | 59.30%-27.6pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,646-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,007 | $6,404-53.0% | $6,843-56.1% | $3,806-21.0% |
| Admin fee / account holder | $52 | $181-71.0% | $9,312-99.4% | $158-66.8% |