Filed April 26, 2019
Total covered: 152 employees
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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMC SECURITIES CORPORATION Service code 27 · EIN 06-1685865 | Advisory (Plan) | $30,000 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,492 |
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 | $51,574 | $37,213+38.6% | $156,551-67.1% | $63,975-19.4% |
| Participation rate | 80.2% | 65.0%+15.2pp | 84.0%-3.8pp | 71.1%+9.0pp |
| Annual return | 7.14% | 47.89%-40.7pp | 32.23%-25.1pp | 48.65%-41.5pp |
| Employer contribution / active EE | $1,320 | $1,357-2.7% | $5,501-76.0% | $2,182-39.5% |
| Participant deferral / active EE | $2,855 | $2,070+37.9% | $4,871-41.4% | $3,356-15.0% |
| Admin fee / account holder | $27 | $56-51.3% | $13,028-99.8% | $70-61.0% |