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| Provider | Service type | Compensation |
|---|---|---|
CITRIN COOPERMAN1+ years Service code 10 · EIN 22-2428965 | Accounting | $10,000 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $7,607 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,428 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,623 | $31,109-27.3% | $67,704-66.6% | $52,331-56.8% |
| Participation rate | 65.7% | 54.0%+11.7pp | 67.5%-1.8pp | 68.1%-2.4pp |
| Annual return | -2.73% | 23.70%-26.4pp | 25.41%-28.1pp | 4.54%-7.3pp |
| Employer contribution / active EE | $0 | $1,076-100.0% | $2,559-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $4,600 | $1,970+133.5% | $3,585+28.3% | $3,022+52.2% |
| Admin fee / account holder | $84 | $466-82.0% | $4,255-98.0% | $592-85.8% |