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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $131,802 |
MMA SECURITIES LLC5 years Service code 49 · EIN 22-3570392 | Other Services | $37,055 |
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 | $37,040 | $81,948-54.8% | $90,766-59.2% | $64,824-42.9% |
| Participation rate | 98.2% | 80.5%+17.8pp | 75.7%+22.5pp | 71.5%+26.8pp |
| Annual return | -15.38% | -12.53%-2.9pp | -12.16%-3.2pp | 32.84%-48.2pp |
| Employer contribution / active EE | $2,248 | $3,067-26.7% | $2,922-23.1% | $2,507-10.4% |
| Participant deferral / active EE | $6,162 | $4,844+27.2% | $4,565+35.0% | $4,311+42.9% |
| Admin fee / account holder | $172 | $157+9.4% | $8,446-98.0% | $188-8.5% |