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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MRA ASSOCIATES, LLC Service code 27 · EIN 27-1529830 | Advisory (Plan) | $56,458 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,080 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,786 | $100,801-39.7% | $149,715-59.4% | $73,412-17.2% |
| Participation rate | 62.0% | 77.7%-15.6pp | 82.5%-20.4pp | 72.2%-10.1pp |
| Annual return | 23.72% | 265.34%-241.6pp | 276.66%-252.9pp | 59.30%-35.6pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,645-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4,530 | $6,404-29.3% | $6,842-33.8% | $3,806+19.0% |
| Admin fee / account holder | $88 | $181-51.1% | $9,310-99.1% | $158-44.0% |