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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $31,429 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $400 |
Filed as: FIDELITY INVESTMENTS INST OPERATION Service code 13 · EIN 04-2647786 | Contract Administrator | $130 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $106,971 | $52,467+103.9% | $57,196+87.0% | $55,167+93.9% |
| Participation rate | 46.4% | 75.8%-29.5pp | 75.3%-29.0pp | 69.0%-22.6pp |
| Annual return | -0.98% | 7.72%-8.7pp | 14.59%-15.6pp | 169.23%-170.2pp |
| Employer contribution / active EE | $1,662 | $2,477-32.9% | $2,683-38.1% | $1,963-15.3% |
| Participant deferral / active EE | $1,527 | $2,830-46.0% | $3,096-50.7% | $3,054-50.0% |
| Admin fee / account holder | $5 | $269-98.2% | $3,141-99.8% | $504-99.0% |