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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $13,171 |
Filed as: MML INSURANCE AGENCY LLC Service code 49 · EIN 04-3109325 | Other Services | $7,660 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,942 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $91,978 | $43,423+111.8% | $78,676+16.9% | $55,167+66.7% |
| Participation rate | 98.1% | 68.0%+30.0pp | 73.6%+24.5pp | 69.0%+29.1pp |
| Annual return | 9.54% | 11.53%-2.0pp | 62.19%-52.6pp | 169.23%-159.7pp |
| Employer contribution / active EE | $3,383 | $1,997+69.4% | $2,850+18.7% | $1,963+72.4% |
| Participant deferral / active EE | $6,862 | $2,509+173.5% | $3,517+95.1% | $3,054+124.7% |
| Admin fee / account holder | $14 | $416-96.6% | $4,510-99.7% | $504-97.2% |