Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $63,767 |
MMA SECURITIES LLC2 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $13,583 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,942 | $49,940-2.0% | $95,728-48.9% | $74,440-34.3% |
| Participation rate | 91.0% | 66.8%+24.2pp | 72.3%+18.8pp | 70.7%+20.3pp |
| Annual return | 17.12% | 24.92%-7.8pp | 28.40%-11.3pp | 34.37%-17.2pp |
| Employer contribution / active EE | $1,407 | $1,639-14.2% | $2,835-50.4% | $2,638-46.7% |
| Participant deferral / active EE | $4,376 | $3,753+16.6% | $4,245+3.1% | $4,529-3.4% |
| Admin fee / account holder | $150 | $300-50.0% | $5,673-97.4% | $348-56.9% |