Filed August 22, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,686 |
MMA SECURITIES LLC3 years Filed as: MMC SECURITIES LLC Service code 49 · EIN 06-1685865 | Other Services | $13,490 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,224 | $42,810+1.0% | $169,463-74.5% | $55,725-22.4% |
| Participation rate | 90.8% | 64.7%+26.0pp | 77.8%+13.0pp | 70.9%+19.9pp |
| Annual return | -7.46% | -3.61%-3.8pp | 1.83%-9.3pp | 244.93%-252.4pp |
| Employer contribution / active EE | $613 | $1,402-56.2% | $4,159-85.3% | $2,078-70.5% |
| Participant deferral / active EE | $3,067 | $3,141-2.4% | $5,277-41.9% | $3,356-8.6% |
| Admin fee / account holder | $86 | $106-19.4% | $9,109-99.1% | $115-25.5% |