Filed April 26, 2019
Total covered: 152 employees
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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1+ years Filed as: MMC SECURITIES CORP Service code 49 · EIN 06-1685865 | Other Services | $32,706 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,362 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,683 | $37,039+36.8% | $147,617-65.7% | $59,188-14.4% |
| Participation rate | 78.2% | 63.8%+14.4pp | 84.6%-6.4pp | 69.4%+8.8pp |
| Annual return | 0.38% | 7.19%-6.8pp | 61.98%-61.6pp | 5.51%-5.1pp |
| Employer contribution / active EE | $1,224 | $1,353-9.5% | $5,564-78.0% | $2,098-41.7% |
| Participant deferral / active EE | $2,830 | $2,094+35.1% | $4,895-42.2% | $3,265-13.3% |
| Admin fee / account holder | $27 | $60-55.6% | $11,612-99.8% | $92-71.0% |