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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,907 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $14,038 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,787 | $74,552-74.8% | $63,018-70.2% | $69,631-73.0% |
| Participation rate | 95.3% | 78.3%+17.1pp | 74.8%+20.5pp | 70.7%+24.6pp |
| Annual return | 24.93% | 15.77%+9.2pp | 87.62%-62.7pp | 27571.02%-27546.1pp |
| Employer contribution / active EE | $2,179 | $2,929-25.6% | $2,761-21.1% | $2,032+7.2% |
| Participant deferral / active EE | $3,874 | $2,974+30.2% | $3,330+16.3% | $3,224+20.2% |
| Admin fee / account holder | $60 | $59+1.5% | $3,601-98.3% | $110-45.4% |