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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES, LLC Service code 22 · EIN 22-3570392 | Insurance Broker | $22,239 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,607 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,610 | $56,503-74.1% | $69,890-79.1% | $64,824-77.5% |
| Participation rate | 93.0% | 70.5%+22.5pp | 70.5%+22.5pp | 71.5%+21.5pp |
| Annual return | -13.55% | -13.44%-0.1pp | 190.84%-204.4pp | 32.84%-46.4pp |
| Employer contribution / active EE | $543 | $2,046-73.5% | $2,560-78.8% | $2,507-78.4% |
| Participant deferral / active EE | $1,230 | $3,389-63.7% | $3,848-68.0% | $4,311-71.5% |
| Admin fee / account holder | $22 | $160-86.1% | $6,267-99.6% | $188-88.2% |