Filed February 18, 2022
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,207 |
MMA SECURITIES LLC2 years Filed as: MMC SECURITIES LLC Service code 49 · EIN 06-1685865 | Other Services | $6,818 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,712 | $47,977-67.3% | $154,108-89.8% | $56,289-72.1% |
| Participation rate | 78.3% | 66.2%+12.1pp | 83.0%-4.8pp | 69.9%+8.4pp |
| Annual return | -6.31% | 3.54%-9.8pp | 735.21%-741.5pp | -9.96%+3.6pp |
| Employer contribution / active EE | $2,826 | $2,169+30.3% | $5,298-46.7% | $2,111+33.8% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $93 | $438-78.8% | $13,411-99.3% | $521-82.2% |