Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC3 years Service code 49 · EIN 22-3570392 | Other Services | $4,448 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,443 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $168,673 | $100,801+67.3% | $149,745+12.6% | $73,412+129.8% |
| Participation rate | 89.1% | 77.7%+11.4pp | 82.5%+6.6pp | 72.2%+16.9pp |
| Annual return | 15.44% | 265.34%-249.9pp | 276.72%-261.3pp | 59.30%-43.9pp |
| Employer contribution / active EE | $4,200 | $3,312+26.8% | $4,646-9.6% | $2,234+88.0% |
| Participant deferral / active EE | $8,291 | $6,404+29.5% | $6,843+21.2% | $3,806+117.9% |
| Admin fee / account holder | $12 | $181-93.4% | $9,312-99.9% | $158-92.4% |