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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $108,213 |
Filed as: MMA SECURITES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $49,338 |
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 | $94,171 | $100,801-6.6% | $149,715-37.1% | $73,412+28.3% |
| Participation rate | 99.5% | 77.7%+21.8pp | 82.5%+17.0pp | 72.2%+27.3pp |
| Annual return | 19.35% | 265.34%-246.0pp | 276.66%-257.3pp | 59.30%-39.9pp |
| Employer contribution / active EE | $2,919 | $3,312-11.9% | $4,645-37.2% | $2,234+30.7% |
| Participant deferral / active EE | $9,197 | $6,404+43.6% | $6,842+34.4% | $3,806+141.7% |
| Admin fee / account holder | $220 | $181+21.9% | $9,310-97.6% | $158+39.6% |