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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES, LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $26,441 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,646 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $108,345 | $50,637+114.0% | $86,582+25.1% | $62,293+73.9% |
| Participation rate | 97.1% | 67.9%+29.2pp | 73.5%+23.5pp | 69.5%+27.6pp |
| Annual return | 17.90% | 20.80%-2.9pp | 965.08%-947.2pp | 28.90%-11.0pp |
| Employer contribution / active EE | $3,403 | $2,075+64.0% | $2,839+19.8% | $2,042+66.6% |
| Participant deferral / active EE | $7,687 | $2,611+194.4% | $3,609+113.0% | $3,169+142.5% |
| Admin fee / account holder | $12 | $413-97.2% | $4,904-99.8% | $479-97.6% |