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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $35,808 |
Filed as: MORGAN STANLEY INS SVCS INC Service code 49 | Other Services | $16,441 |
Filed as: MORGAN STANLEY INS SVCS INC. Service code 49 · EIN 51-0116113 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $44,678 | $80,753-44.7% | $136,298-67.2% | $62,293-28.3% |
| Participation rate | 65.9% | 73.5%-7.6pp | 81.9%-16.0pp | 69.5%-3.6pp |
| Annual return | 28.22% | 35.83%-7.6pp | 5156.27%-5128.0pp | 28.90%-0.7pp |
| Employer contribution / active EE | $2,185 | $2,884-24.2% | $4,696-53.5% | $2,042+7.0% |
| Participant deferral / active EE | $4,738 | $5,164-8.3% | $6,247-24.2% | $3,169+49.5% |
| Admin fee / account holder | $252 | $525-52.0% | $9,244-97.3% | $479-47.4% |