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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,115 |
MMA SECURITIES LLC6 years Service code 49 · EIN 22-3570392 | Other Services | $6,167 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,096 | $148,629-73.7% | $135,982-71.2% | $139,487-72.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -76.14% | 79.33%-155.5pp | 68.32%-144.5pp | 373.84%-450.0pp |
| Employer contribution / active EE | $56,632 | $5,247+979.4% | $4,859+1065.5% | $4,755+1091.1% |
| Participant deferral / active EE | $135,974 | $8,102+1578.2% | $7,760+1652.3% | $6,713+1925.7% |
| Admin fee / account holder | $222 | $12,406-98.2% | $10,767-97.9% | $11,407-98.1% |