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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,745 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $2,255 |
ACTUARIAL BENEFITS CORP3+ years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 49 | Other Services | $1,623 |
ACTUARIAL BENEFITS CORP3+ years Service code 49 · EIN 20-1054428 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,351 | $45,324-2.1% | $122,332-63.7% | $69,631-36.3% |
| Participation rate | 87.6% | 59.9%+27.7pp | 71.6%+16.0pp | 70.7%+16.9pp |
| Annual return | 13.92% | 25.35%-11.4pp | 30.27%-16.4pp | 27571.02%-27557.1pp |
| Employer contribution / active EE | $939 | $1,230-23.6% | $4,050-76.8% | $2,032-53.8% |
| Participant deferral / active EE | $2,618 | $2,367+10.6% | $3,287-20.3% | $3,224-18.8% |
| Admin fee / account holder | $48 | $87-45.3% | $5,478-99.1% | $110-56.9% |