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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $86,403 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 | Advisory (Participants) | $36,439 |
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 | $45,748 | $47,766-4.2% | $82,763-44.7% | $64,824-29.4% |
| Participation rate | 99.2% | 67.7%+31.5pp | 72.6%+26.6pp | 71.5%+27.7pp |
| Annual return | -13.81% | -13.06%-0.8pp | 702.45%-716.3pp | 32.84%-46.7pp |
| Employer contribution / active EE | $1,679 | $2,182-23.1% | $3,008-44.2% | $2,507-33.0% |
| Participant deferral / active EE | $3,233 | $3,332-3.0% | $4,395-26.4% | $4,311-25.0% |
| Admin fee / account holder | $172 | $143+20.4% | $5,325-96.8% | $188-8.4% |