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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,438 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $1,765 |
ACTUARIAL BENEFITS CORP1+ years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 49 | Other Services | $1,379 |
ACTUARIAL BENEFITS CORP1+ years Service code 49 · EIN 20-1054428 | Other Services | $0 |
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 | $41,483 | $47,078-11.9% | $100,671-58.8% | $55,191-24.8% |
| Participation rate | 64.2% | 58.0%+6.2pp | 70.7%-6.5pp | 69.2%-4.9pp |
| Annual return | -1.06% | 0.65%-1.7pp | 20.43%-21.5pp | 10.78%-11.8pp |
| Employer contribution / active EE | $659 | $1,065-38.2% | $4,012-83.6% | $1,899-65.3% |
| Participant deferral / active EE | $1,994 | $2,038-2.2% | $3,144-36.6% | $3,046-34.5% |
| Admin fee / account holder | $46 | $153-69.8% | $4,850-99.0% | $91-49.0% |