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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $72,260 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 26-4310632 | Advisory (Participants) | $29,613 |
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 | $45,991 | $52,722-12.8% | $90,461-49.2% | $73,412-37.4% |
| Participation rate | 98.8% | 67.7%+31.1pp | 72.7%+26.2pp | 72.2%+26.7pp |
| Annual return | 11.36% | 20.70%-9.3pp | 1294.76%-1283.4pp | 59.30%-47.9pp |
| Employer contribution / active EE | $1,632 | $1,872-12.8% | $3,264-50.0% | $2,234-26.9% |
| Participant deferral / active EE | $2,960 | $2,810+5.3% | $3,964-25.3% | $3,806-22.2% |
| Admin fee / account holder | $149 | $117+27.5% | $5,617-97.3% | $158-5.6% |