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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2+ years Filed as: MMC SECURITIES CORPORATION Service code 27 · EIN 06-1685865 | Advisory (Plan) | $25,000 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,237 |
FISTER WILLIAMS & OBERLA2+ years Service code 10 · EIN 61-1373721 | Accounting | $9,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $57,896 | $35,183+64.6% | $73,550-21.3% | $70,126-17.4% |
| Participation rate | 53.3% | 42.9%+10.4pp | 54.9%-1.6pp | 69.5%-16.2pp |
| Annual return | 17.66% | 26.90%-9.2pp | -15.16%+32.8pp | 73.15%-55.5pp |
| Employer contribution / active EE | $588 | $709-17.1% | $1,219-51.8% | $2,343-74.9% |
| Participant deferral / active EE | $1,051 | $1,220-13.9% | $1,804-41.8% | $3,332-68.5% |
| Admin fee / account holder | $297 | $2,302-87.1% | $2,320-87.2% | $4,645-93.6% |