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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC5 years Service code 49 · EIN 22-3570392 | Other Services | $5,623 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,163 |
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 | $170,124 | $82,188+107.0% | $125,391+35.7% | $64,824+162.4% |
| Participation rate | 95.9% | 77.9%+18.0pp | 82.4%+13.5pp | 71.5%+24.4pp |
| Annual return | -16.35% | 3.50%-19.8pp | 572.41%-588.8pp | 32.84%-49.2pp |
| Employer contribution / active EE | $4,562 | $3,617+26.1% | $4,816-5.3% | $2,507+82.0% |
| Participant deferral / active EE | $9,626 | $7,177+34.1% | $7,448+29.2% | $4,311+123.3% |
| Admin fee / account holder | $11 | $163-93.0% | $10,009-99.9% | $188-93.9% |