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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,324 |
Filed as: MMA SECURITES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $21,532 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,159 | $79,471+3.4% | $112,040-26.7% | - |
| Participation rate | 55.6% | 71.4%-15.9pp | 76.5%-20.9pp | - |
| Annual return | 12.55% | 14.66%-2.1pp | 24.52%-12.0pp | - |
| Employer contribution / active EE | $715 | $2,224-67.8% | $2,954-75.8% | - |
| Participant deferral / active EE | $3,260 | $4,552-28.4% | $5,098-36.0% | - |
| Admin fee / account holder | $439 | $4,544-90.3% | $12,098-96.4% | - |