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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,528 |
MMA SECURITIES LLC1+ years Service code 49 · EIN 22-3570392 | Other Services | $7,611 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,498 | $101,672-74.9% | $147,117-82.7% | $74,478-65.8% |
| Participation rate | 85.4% | 75.5%+9.9pp | 82.2%+3.3pp | 67.2%+18.2pp |
| Annual return | 22.00% | 8757.83%-8735.8pp | 420.54%-398.5pp | 1370.56%-1348.6pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $6,040 | $7,305-17.3% | $8,065-25.1% | $4,350+38.8% |
| Admin fee / account holder | $204 | $1,753-88.4% | $12,993-98.4% | $1,946-89.5% |