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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,748 |
MMA SECURITIES LLC1 year Filed as: MMC SECURITIES LLC Service code 49 · EIN 06-1685865 | Other Services | $10,672 |
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 | $47,576 | $60,165-20.9% | $74,184-35.9% | $55,167-13.8% |
| Participation rate | 92.1% | 74.2%+17.9pp | 76.6%+15.5pp | 69.0%+23.1pp |
| Annual return | 13.90% | 10.00%+3.9pp | 17.74%-3.8pp | 169.23%-155.3pp |
| Employer contribution / active EE | $1,819 | $1,600+13.7% | $2,370-23.3% | $1,963-7.3% |
| Participant deferral / active EE | $5,162 | $2,973+73.7% | $3,550+45.4% | $3,054+69.0% |
| Admin fee / account holder | $139 | $419-66.9% | $5,586-97.5% | $504-72.5% |