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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $138,260 |
MMA SECURITIES LLC6 years Service code 49 · EIN 22-3570392 | Other Services | $48,618 |
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 | $46,533 | $84,784-45.1% | $98,462-52.7% | $74,473-37.5% |
| Participation rate | 99.1% | 81.5%+17.6pp | 75.2%+24.0pp | 70.7%+28.4pp |
| Annual return | 24.46% | 20.59%+3.9pp | 21.17%+3.3pp | 34.36%-9.9pp |
| Employer contribution / active EE | $2,443 | $3,364-27.4% | $3,049-19.9% | $2,638-7.4% |
| Participant deferral / active EE | $6,282 | $5,218+20.4% | $4,738+32.6% | $4,530+38.7% |
| Admin fee / account holder | $174 | $204-14.9% | $8,875-98.0% | $347-49.9% |