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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC3+ years Filed as: MMC SECURITIES CORPORATION Service code 27 · EIN 06-1685865 | Advisory (Plan) | $25,000 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,353 |
FISTER WILLIAMS & OBERLA3+ years Service code 10 · EIN 61-1373721 | Accounting | $8,500 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $55,733 | $28,109+98.3% | $71,086-21.6% | $56,287-1.0% |
| Participation rate | 0.0% | 40.4%-40.4pp | 54.7%-54.7pp | 69.9%-69.9pp |
| Annual return | -3.24% | -615.05%+611.8pp | 650.59%-653.8pp | -9.96%+6.7pp |
| Employer contribution / active EE | $187 | $558-66.4% | $1,088-82.8% | $2,111-91.1% |
| Participant deferral / active EE | $254 | $1,116-77.2% | $1,874-86.4% | $3,350-92.4% |
| Admin fee / account holder | $313 | $585-46.4% | $3,082-89.8% | $521-39.9% |