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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $7,741 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,945 |
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,552 | $67,166-81.3% | $57,356-78.1% | $55,191-77.3% |
| Participation rate | 86.3% | 77.7%+8.6pp | 75.1%+11.3pp | 69.2%+17.2pp |
| Annual return | -0.43% | 4.22%-4.6pp | 24.41%-24.8pp | 10.78%-11.2pp |
| Employer contribution / active EE | $1,858 | $2,812-33.9% | $2,689-30.9% | $1,899-2.1% |
| Participant deferral / active EE | $2,945 | $2,835+3.9% | $3,162-6.8% | $3,046-3.3% |
| Admin fee / account holder | $21 | $44-52.4% | $3,357-99.4% | $91-77.2% |