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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-2746212 | Advisory (Plan) | $27,907 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,053 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,157 | $59,116+23.8% | $86,438-15.4% | $68,486+6.8% |
| Participation rate | 95.0% | 75.2%+19.8pp | 80.3%+14.7pp | 67.9%+27.1pp |
| Annual return | -15.78% | -0.23%-15.6pp | 4397.19%-4413.0pp | -7.85%-7.9pp |
| Employer contribution / active EE | $4,657 | $2,519+84.9% | $3,769+23.6% | $2,597+79.4% |
| Participant deferral / active EE | $8,545 | $5,902+44.8% | $6,952+22.9% | $4,028+112.2% |
| Admin fee / account holder | $57 | $5,639-99.0% | $6,733-99.2% | $5,404-99.0% |