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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,824 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $5,801 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $148,488 | $60,139+146.9% | $90,461+64.1% | $79,856+85.9% |
| Participation rate | 68.6% | 65.0%+3.6pp | 72.7%-4.1pp | 69.6%-1.1pp |
| Annual return | 13.55% | 71.96%-58.4pp | 1294.76%-1281.2pp | 31.71%-18.2pp |
| Employer contribution / active EE | $3,378 | $2,069+63.3% | $3,264+3.5% | $2,471+36.7% |
| Participant deferral / active EE | $5,843 | $2,939+98.8% | $3,964+47.4% | $3,741+56.2% |
| Admin fee / account holder | $404 | $3,978-89.9% | $5,617-92.8% | $5,306-92.4% |