Filed May 17, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INSURANCE AGENCY LLC Service code 49 · EIN 04-3109325 | Other Services | $39,807 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,467 |
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $14,120 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,270 | $79,519-53.1% | $95,960-61.2% | $73,412-49.2% |
| Participation rate | 79.6% | 81.2%-1.6pp | 77.1%+2.5pp | 72.2%+7.4pp |
| Annual return | 12.84% | 19.20%-6.4pp | 91.63%-78.8pp | 59.30%-46.5pp |
| Employer contribution / active EE | $570 | $2,048-72.2% | $2,541-77.6% | $2,234-74.5% |
| Participant deferral / active EE | $3,586 | $4,138-13.4% | $4,167-13.9% | $3,806-5.8% |
| Admin fee / account holder | $50 | $184-72.9% | $6,797-99.3% | $158-68.4% |