Filed August 22, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,949 |
MMA SECURITIES LLC1 year Filed as: MMC SECURITIES LLC Service code 49 · EIN 06-1685865 | Other Services | $9,465 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,165 | $42,582-12.7% | $171,082-78.3% | $57,658-35.5% |
| Participation rate | 83.3% | 63.9%+19.4pp | 76.7%+6.6pp | 70.2%+13.1pp |
| Annual return | 6.67% | 308.67%-302.0pp | 32.56%-25.9pp | 5.13%+1.5pp |
| Employer contribution / active EE | $526 | $1,306-59.7% | $4,002-86.9% | $1,974-73.4% |
| Participant deferral / active EE | $2,630 | $2,933-10.4% | $4,797-45.2% | $3,061-14.1% |
| Admin fee / account holder | $49 | $82-40.7% | $8,520-99.4% | $95-48.3% |