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| Provider | Service type | Compensation |
|---|---|---|
MMM SECURITIES LLC1 year Service code 49 | Other Services | $5,045 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,968 |
MMA SECURITIES LLC1 year Service code 49 · EIN 22-3570392 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $37,087 | $75,183-50.7% | $123,894-70.1% | $55,167-32.8% |
| Participation rate | 57.8% | 72.8%-15.0pp | 81.4%-23.6pp | 69.0%-11.1pp |
| Annual return | 7.29% | 19.01%-11.7pp | 47.52%-40.2pp | 169.23%-161.9pp |
| Employer contribution / active EE | $1,762 | $2,823-37.6% | $4,617-61.8% | $1,963-10.2% |
| Participant deferral / active EE | $3,688 | $5,084-27.5% | $5,984-38.4% | $3,054+20.7% |
| Admin fee / account holder | $39 | $663-94.2% | $8,357-99.5% | $504-92.4% |