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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $10,512 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,988 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,416 | $61,166-4.5% | $185,837-68.6% | $79,393-26.4% |
| Participation rate | 41.9% | 66.6%-24.7pp | 81.7%-39.8pp | 70.7%-28.8pp |
| Annual return | 11.61% | 19.45%-7.8pp | 122.08%-110.5pp | 116.87%-105.3pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,168-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $2,483 | $2,789-11.0% | $5,568-55.4% | $4,046-38.6% |
| Admin fee / account holder | $21 | $710-97.0% | $16,241-99.9% | $627-96.6% |