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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $146,601 |
MMA SECURITIES LLC4 years Service code 49 · EIN 22-3570392 | Other Services | $47,565 |
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 | $49,113 | $93,131-47.3% | $106,555-53.9% | $86,821-43.4% |
| Participation rate | 97.8% | 81.4%+16.4pp | 76.1%+21.7pp | 72.3%+25.5pp |
| Annual return | 17.85% | 19.45%-1.6pp | 26.80%-9.0pp | 97.94%-80.1pp |
| Employer contribution / active EE | $2,272 | $2,895-21.5% | $2,819-19.4% | $2,406-5.6% |
| Participant deferral / active EE | $6,285 | $4,708+33.5% | $4,399+42.9% | $4,132+52.1% |
| Admin fee / account holder | $207 | $145+42.5% | $7,408-97.2% | $170+21.9% |