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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $71,047 |
Filed as: MMA SECURITES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $27,934 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $74,495 | $89,652-16.9% | $141,197-47.2% | $65,186+14.3% |
| Participation rate | 92.9% | 74.7%+18.1pp | 82.5%+10.4pp | 70.2%+22.7pp |
| Annual return | 50.82% | 32.79%+18.0pp | 71.41%-20.6pp | 29.39%+21.4pp |
| Employer contribution / active EE | $675 | $3,065-78.0% | $4,736-85.8% | $2,177-69.0% |
| Participant deferral / active EE | $6,417 | $5,691+12.8% | $6,710-4.4% | $3,514+82.6% |
| Admin fee / account holder | $388 | $569-31.7% | $10,265-96.2% | $847-54.2% |