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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $24,299 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,770 |
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 | $34,109 | $38,925-12.4% | $73,836-53.8% | $55,191-38.2% |
| Participation rate | 77.6% | 66.0%+11.6pp | 73.4%+4.2pp | 69.2%+8.5pp |
| Annual return | -0.32% | 6.31%-6.6pp | 2268.06%-2268.4pp | 10.78%-11.1pp |
| Employer contribution / active EE | $1,366 | $1,695-19.4% | $2,787-51.0% | $1,899-28.0% |
| Participant deferral / active EE | $2,331 | $2,351-0.8% | $3,583-34.9% | $3,046-23.5% |
| Admin fee / account holder | $26 | $83-68.4% | $4,882-99.5% | $91-71.1% |