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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $106,521 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 | Advisory (Participants) | $35,071 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,278 | $66,009-4.1% | $81,780-22.6% | $77,692-18.6% |
| Participation rate | 98.4% | 65.8%+32.6pp | 72.4%+26.1pp | 70.6%+27.9pp |
| Annual return | 12.06% | 26.66%-14.6pp | 776.27%-764.2pp | 31.25%-19.2pp |
| Employer contribution / active EE | $1,639 | $2,374-30.9% | $2,914-43.7% | $2,726-39.9% |
| Participant deferral / active EE | $3,803 | $3,510+8.4% | $4,321-12.0% | $4,648-18.2% |
| Admin fee / account holder | $236 | $527-55.2% | $7,384-96.8% | $431-45.1% |