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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $25,282 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,907 |
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 | $73,842 | $42,772+72.6% | $87,502-15.6% | $55,167+33.9% |
| Participation rate | 95.3% | 66.5%+28.8pp | 73.8%+21.5pp | 69.0%+26.3pp |
| Annual return | 8.04% | 21.20%-13.2pp | 12.21%-4.2pp | 169.23%-161.2pp |
| Employer contribution / active EE | $2,516 | $1,277+97.1% | $2,550-1.3% | $1,963+28.2% |
| Participant deferral / active EE | $5,362 | $2,342+128.9% | $3,149+70.3% | $3,054+75.6% |
| Admin fee / account holder | $13 | $461-97.1% | $4,221-99.7% | $504-97.4% |