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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $24,988 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,401 |
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 | $28,973 | $37,196-22.1% | $154,108-81.2% | $55,725-48.0% |
| Participation rate | 45.0% | 64.1%-19.0pp | 83.0%-38.0pp | 70.9%-25.8pp |
| Annual return | -4.27% | 1319.68%-1323.9pp | 735.21%-739.5pp | 244.93%-249.2pp |
| Employer contribution / active EE | $476 | $1,614-70.5% | $5,298-91.0% | $2,078-77.1% |
| Participant deferral / active EE | $927 | $2,068-55.2% | $5,081-81.8% | $3,356-72.4% |
| Admin fee / account holder | $125 | $102+23.2% | $13,411-99.1% | $115+8.7% |