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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $20,667 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,336 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $47,291 | $60,165-21.4% | $74,184-36.3% | $55,167-14.3% |
| Participation rate | 93.2% | 74.2%+19.1pp | 76.6%+16.6pp | 69.0%+24.2pp |
| Annual return | 9.18% | 10.00%-0.8pp | 17.74%-8.6pp | 169.23%-160.1pp |
| Employer contribution / active EE | $1,742 | $1,600+8.9% | $2,370-26.5% | $1,963-11.2% |
| Participant deferral / active EE | $3,619 | $2,973+21.7% | $3,550+1.9% | $3,054+18.5% |
| Admin fee / account holder | $19 | $419-95.4% | $5,586-99.7% | $504-96.1% |