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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1+ years Filed as: MMC SECURITIES CORPORATION Service code 27 · EIN 06-1685865 | Advisory (Plan) | $25,000 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,865 |
FISTER WILLIAMS & OBERLA1+ years Service code 10 · EIN 61-1373721 | Accounting | $9,458 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,883 | $23,385+104.8% | $69,182-30.8% | $57,658-17.0% |
| Participation rate | 9.4% | 37.9%-28.5pp | 55.1%-45.7pp | 70.2%-60.9pp |
| Annual return | 4.81% | -659.34%+664.2pp | -21.93%+26.7pp | 5.13%-0.3pp |
| Employer contribution / active EE | $159 | $422-62.4% | $1,206-86.8% | $1,974-92.0% |
| Participant deferral / active EE | $283 | $843-66.5% | $1,897-85.1% | $3,061-90.8% |
| Admin fee / account holder | $230 | $82+180.0% | $2,697-91.5% | $95+143.2% |