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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 13 · EIN 13-2919773 | Contract Administrator | $54,617 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,289 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,344 | $57,435-14.1% | $105,218-53.1% | $55,191-10.6% |
| Participation rate | 74.8% | 71.3%+3.5pp | 77.2%-2.4pp | 69.2%+5.7pp |
| Annual return | 0.02% | 2.97%-2.9pp | 5.33%-5.3pp | 10.78%-10.8pp |
| Employer contribution / active EE | $2,083 | $1,920+8.5% | $3,255-36.0% | $1,899+9.7% |
| Participant deferral / active EE | $2,334 | $3,495-33.2% | $4,867-52.0% | $3,046-23.4% |
| Admin fee / account holder | $158 | $70+124.3% | $6,992-97.7% | $91+73.8% |