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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $3,434 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,968 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $77,774 | $45,152+72.2% | $73,845+5.3% | $59,632+30.4% |
| Participation rate | 99.0% | 64.0%+34.9pp | 73.4%+25.5pp | 68.7%+30.3pp |
| Annual return | 0.71% | 27.40%-26.7pp | 2267.91%-2267.2pp | 2041.32%-2040.6pp |
| Employer contribution / active EE | $3,772 | $1,902+98.4% | $2,788+35.3% | $2,203+71.3% |
| Participant deferral / active EE | $6,543 | $2,574+154.2% | $3,583+82.6% | $3,192+105.0% |
| Admin fee / account holder | $13 | $3,516-99.6% | $4,881-99.7% | $4,297-99.7% |