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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-2746212 | Advisory (Plan) | $21,090 |
Service code 27 · EIN 99-1321623 | Advisory (Plan) | $16,737 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,677 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,464 | $77,492+10.3% | $100,398-14.9% | $80,911+5.6% |
| Participation rate | 97.6% | 76.9%+20.6pp | 81.5%+16.1pp | 67.6%+29.9pp |
| Annual return | 14.49% | 37.23%-22.7pp | 49.32%-34.8pp | 35.63%-21.1pp |
| Employer contribution / active EE | $6,348 | $2,800+126.7% | $3,946+60.9% | $2,756+130.3% |
| Participant deferral / active EE | $13,593 | $6,817+99.4% | $8,084+68.1% | $4,297+216.3% |
| Admin fee / account holder | $52 | $5,892-99.1% | $7,893-99.3% | $6,935-99.3% |