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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-2746212 | Advisory (Plan) | $27,487 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,869 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $81,057 | $68,412+18.5% | $94,679-14.4% | $75,181+7.8% |
| Participation rate | 93.3% | 76.1%+17.3pp | 80.8%+12.5pp | 67.2%+26.1pp |
| Annual return | 18.77% | 616.91%-598.1pp | 156.75%-138.0pp | 160.69%-141.9pp |
| Employer contribution / active EE | $6,247 | $2,701+131.3% | $3,673+70.1% | $2,671+133.9% |
| Participant deferral / active EE | $12,398 | $6,537+89.7% | $7,417+67.1% | $4,126+200.5% |
| Admin fee / account holder | $50 | $5,326-99.1% | $7,233-99.3% | $5,650-99.1% |