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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $98,321 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,532 |
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 | $43,165 | $38,925+10.9% | $73,836-41.5% | $55,191-21.8% |
| Participation rate | 86.5% | 66.0%+20.5pp | 73.4%+13.1pp | 69.2%+17.3pp |
| Annual return | 2.07% | 6.31%-4.2pp | 2268.06%-2266.0pp | 10.78%-8.7pp |
| Employer contribution / active EE | $4,341 | $1,695+156.2% | $2,787+55.7% | $1,899+128.7% |
| Participant deferral / active EE | $4,564 | $2,351+94.2% | $3,583+27.4% | $3,046+49.8% |
| Admin fee / account holder | $48 | $83-42.3% | $4,882-99.0% | $91-47.3% |