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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $129,046 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $46,869 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,452 | $113,568-74.9% | $67,560-57.9% | $200,096-85.8% |
| Participation rate | 49.2% | 73.3%-24.1pp | 72.9%-23.7pp | 72.0%-22.8pp |
| Annual return | 14.44% | 15.88%-1.4pp | 3533.50%-3519.1pp | 34.26%-19.8pp |
| Employer contribution / active EE | $1,128 | $3,409-66.9% | $2,737-58.8% | $3,038-62.9% |
| Participant deferral / active EE | $1,724 | $4,163-58.6% | $4,004-56.9% | $5,090-66.1% |
| Admin fee / account holder | $107 | $102+4.6% | $3,994-97.3% | $269-60.2% |