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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $24,806 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,029 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,111 | $72,770-62.7% | $67,652-59.9% | $55,191-50.9% |
| Participation rate | 77.3% | 78.8%-1.5pp | 75.7%+1.7pp | 69.2%+8.2pp |
| Annual return | 10.13% | -3.26%+13.4pp | 6625.04%-6614.9pp | 10.78%-0.6pp |
| Employer contribution / active EE | $3,104 | $1,769+75.4% | $2,266+37.0% | $1,899+63.5% |
| Participant deferral / active EE | $5,473 | $3,408+60.6% | $3,560+53.8% | $3,046+79.7% |
| Admin fee / account holder | $17 | $79-78.5% | $4,821-99.6% | $91-81.4% |