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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,878 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $21,382 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,140 | $46,173-19.6% | $170,435-78.2% | $69,631-46.7% |
| Participation rate | 35.7% | 63.9%-28.2pp | 83.6%-47.9pp | 70.7%-35.0pp |
| Annual return | 19.68% | 21.62%-1.9pp | 205.94%-186.3pp | 27571.02%-27551.3pp |
| Employer contribution / active EE | $428 | $1,610-73.4% | $5,432-92.1% | $2,032-78.9% |
| Participant deferral / active EE | $761 | $2,080-63.4% | $4,939-84.6% | $3,224-76.4% |
| Admin fee / account holder | $160 | $116+38.0% | $13,881-98.8% | $110+44.9% |