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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $128,007 |
MMA SECURITIES LLC1+ years Filed as: MMC SECURITIES CORPORATION Service code 27 · EIN 06-1685865 | Advisory (Plan) | $28,270 |
PKF OCONNOR DAVIES1+ years Service code 10 · EIN 27-1728945 | Accounting | $19,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,329 | $21,965-43.9% | $59,496-79.3% | $59,188-79.2% |
| Participation rate | 30.8% | 32.6%-1.8pp | 54.6%-23.7pp | 69.4%-38.6pp |
| Annual return | -3.12% | 22.15%-25.3pp | 182.05%-185.2pp | 5.51%-8.6pp |
| Employer contribution / active EE | $184 | $316-42.0% | $1,153-84.1% | $2,098-91.3% |
| Participant deferral / active EE | $546 | $732-25.4% | $1,829-70.1% | $3,265-83.3% |
| Admin fee / account holder | $168 | $74+125.4% | $2,232-92.5% | $92+81.8% |