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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,554 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,393 | $57,108-67.8% | $94,229-80.5% | $52,331-64.9% |
| Participation rate | 75.9% | 72.9%+3.0pp | 78.8%-2.9pp | 68.1%+7.8pp |
| Annual return | -1.87% | 1.47%-3.3pp | 10.68%-12.6pp | 4.54%-6.4pp |
| Employer contribution / active EE | $1,702 | $1,735-1.9% | $3,587-52.5% | $1,882-9.5% |
| Participant deferral / active EE | $2,788 | $3,040-8.3% | $4,320-35.5% | $3,022-7.8% |
| Admin fee / account holder | $168 | $546-69.3% | $6,269-97.3% | $592-71.7% |