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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $16,521 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,242 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $149,389 | $74,089+101.6% | $133,975+11.5% | $55,167+170.8% |
| Participation rate | 75.1% | 84.3%-9.2pp | 87.1%-11.9pp | 69.0%+6.1pp |
| Annual return | 8.48% | 12.11%-3.6pp | 29.29%-20.8pp | 169.23%-160.7pp |
| Employer contribution / active EE | $3,894 | $3,064+27.1% | $5,211-25.3% | $1,963+98.4% |
| Participant deferral / active EE | $9,301 | $4,678+98.8% | $6,282+48.1% | $3,054+204.5% |
| Admin fee / account holder | $113 | $458-75.3% | $9,324-98.8% | $504-77.5% |