Filed December 13, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $47,457 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,560 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $26,360 | $81,948-67.8% | $90,766-71.0% | $64,824-59.3% |
| Participation rate | 76.4% | 80.5%-4.0pp | 75.7%+0.7pp | 71.5%+4.9pp |
| Annual return | -15.74% | -12.53%-3.2pp | -12.16%-3.6pp | 32.84%-48.6pp |
| Employer contribution / active EE | $1,252 | $3,067-59.2% | $2,922-57.2% | $2,507-50.1% |
| Participant deferral / active EE | $2,909 | $4,844-39.9% | $4,565-36.3% | $4,311-32.5% |
| Admin fee / account holder | $35 | $157-77.7% | $8,446-99.6% | $188-81.4% |