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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $25,334 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,877 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $54,171 | $64,909-16.5% | $82,312-34.2% | $62,293-13.0% |
| Participation rate | 92.8% | 74.9%+18.0pp | 76.9%+15.9pp | 69.5%+23.3pp |
| Annual return | 18.10% | 21.18%-3.1pp | 25.88%-7.8pp | 28.90%-10.8pp |
| Employer contribution / active EE | $1,272 | $1,676-24.1% | $2,428-47.6% | $2,042-37.7% |
| Participant deferral / active EE | $3,604 | $3,103+16.1% | $3,706-2.8% | $3,169+13.7% |
| Admin fee / account holder | $16 | $440-96.4% | $5,608-99.7% | $479-96.7% |