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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,569 |
MMA SECURITIES LLC1 year Filed as: MMC SECURITIES LLC Service code 49 · EIN 06-1685865 | Other Services | $5,052 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,385 | $50,643+15.3% | $106,619-45.2% | $55,167+5.8% |
| Participation rate | 32.6% | 65.6%-33.0pp | 78.0%-45.4pp | 69.0%-36.4pp |
| Annual return | 3.94% | 7.02%-3.1pp | 9.42%-5.5pp | 169.23%-165.3pp |
| Employer contribution / active EE | $873 | $1,626-46.3% | $3,947-77.9% | $1,963-55.5% |
| Participant deferral / active EE | $1,890 | $2,208-14.4% | $3,930-51.9% | $3,054-38.1% |
| Admin fee / account holder | $336 | $488-31.1% | $6,418-94.8% | $504-33.3% |