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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,906 |
MMA SECURITIES LLC2 years Filed as: MMC SECURITIES LLC Service code 49 · EIN 06-1685865 | Other Services | $8,463 |
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 | $60,801 | $64,909-6.3% | $82,313-26.1% | $62,293-2.4% |
| Participation rate | 93.1% | 74.9%+18.2pp | 76.9%+16.2pp | 69.5%+23.6pp |
| Annual return | 19.81% | 21.18%-1.4pp | 25.88%-6.1pp | 28.90%-9.1pp |
| Employer contribution / active EE | $1,844 | $1,676+10.0% | $2,428-24.1% | $2,042-9.7% |
| Participant deferral / active EE | $5,403 | $3,103+74.1% | $3,706+45.8% | $3,169+70.5% |
| Admin fee / account holder | $87 | $440-80.3% | $5,608-98.5% | $479-81.9% |