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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC4 years Service code 49 · EIN 22-3570392 | Other Services | $5,068 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,014 |
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 | $199,006 | $104,336+90.7% | $159,474+24.8% | $86,821+129.2% |
| Participation rate | 96.3% | 77.7%+18.6pp | 82.8%+13.5pp | 72.3%+24.0pp |
| Annual return | 17.49% | 26.32%-8.8pp | 263.68%-246.2pp | 97.94%-80.4pp |
| Employer contribution / active EE | $4,408 | $3,451+27.7% | $4,831-8.8% | $2,406+83.2% |
| Participant deferral / active EE | $9,311 | $6,837+36.2% | $7,353+26.6% | $4,132+125.3% |
| Admin fee / account holder | $14 | $172-92.1% | $10,802-99.9% | $170-92.0% |