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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $88,699 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 26-4310632 | Advisory (Participants) | $36,899 |
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 | $56,272 | $58,344-3.6% | $98,483-42.9% | $86,821-35.2% |
| Participation rate | 99.4% | 68.4%+31.0pp | 73.3%+26.0pp | 72.3%+27.1pp |
| Annual return | 14.24% | 43.47%-29.2pp | 1494.38%-1480.1pp | 97.94%-83.7pp |
| Employer contribution / active EE | $1,583 | $2,008-21.2% | $2,961-46.5% | $2,406-34.2% |
| Participant deferral / active EE | $3,226 | $3,156+2.2% | $4,276-24.6% | $4,132-21.9% |
| Admin fee / account holder | $193 | $138+40.2% | $5,953-96.8% | $170+14.0% |