Filed August 22, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,477 |
MMA SECURITIES LLC1+ years Filed as: MMC SECURITIES CORP Service code 49 · EIN 06-1685865 | Other Services | $8,451 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,760 | $44,229-19.1% | $155,790-77.0% | $55,191-35.2% |
| Participation rate | 83.6% | 60.8%+22.8pp | 76.1%+7.5pp | 69.2%+14.5pp |
| Annual return | 0.27% | 0.37%-0.1pp | 71.54%-71.3pp | 10.78%-10.5pp |
| Employer contribution / active EE | $516 | $1,317-60.9% | $3,836-86.6% | $1,899-72.8% |
| Participant deferral / active EE | $2,578 | $2,851-9.6% | $4,797-46.3% | $3,046-15.4% |
| Admin fee / account holder | $42 | $86-51.4% | $7,478-99.4% | $91-53.8% |