Filed December 5, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $344,374 |
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $134,776 |
Filed as: MML INSURANCE AGENCY LLC Service code 49 · EIN 04-3109325 | Other Services | $51,669 |
Filed as: SILICON VALLEY ACCOUNTANCY Service code 10 · EIN 77-0573994 | Accounting | $9,666 |
THE BANK OF NEW YORK MELLON3+ years Filed as: PERSHING, LLC Service code 33 · EIN 13-2741729 | Account maintenance fees; Recordkeepi... | $9,394 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,547 | $100,589-64.7% | $136,294-73.9% | $177,276-79.9% |
| Participation rate | 76.3% | 77.4%-1.2pp | 81.9%-5.7pp | 74.8%+1.4pp |
| Annual return | 25.51% | 39.18%-13.7pp | 5155.94%-5130.4pp | 21.25%+4.3pp |
| Employer contribution / active EE | $2,234 | $3,259-31.5% | $4,695-52.4% | $2,479-9.9% |
| Participant deferral / active EE | $5,210 | $5,830-10.6% | $6,247-16.6% | $3,881+34.2% |
| Admin fee / account holder | $39 | $55-28.8% | $9,243-99.6% | $154-74.7% |