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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $7,189 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,352 |
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 | $15,051 | $46,173-67.4% | $170,439-91.2% | $69,631-78.4% |
| Participation rate | 94.0% | 63.9%+30.1pp | 83.6%+10.4pp | 70.7%+23.3pp |
| Annual return | 29.95% | 21.62%+8.3pp | 205.94%-176.0pp | 27571.02%-27541.1pp |
| Employer contribution / active EE | $1,404 | $1,610-12.8% | $5,433-74.2% | $2,032-30.9% |
| Participant deferral / active EE | $2,287 | $2,080+9.9% | $4,939-53.7% | $3,224-29.1% |
| Admin fee / account holder | $15 | $116-86.8% | $13,881-99.9% | $110-86.1% |