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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 | $15,706 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,277 |
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 | $46,737 | $54,320-14.0% | $67,652-30.9% | $52,331-10.7% |
| Participation rate | 84.7% | 73.6%+11.1pp | 75.7%+9.0pp | 68.1%+16.6pp |
| Annual return | 1.23% | 6.81%-5.6pp | 6625.40%-6624.2pp | 4.54%-3.3pp |
| Employer contribution / active EE | $1,070 | $1,544-30.7% | $2,266-52.8% | $1,882-43.2% |
| Participant deferral / active EE | $2,488 | $2,950-15.7% | $3,560-30.1% | $3,022-17.7% |
| Admin fee / account holder | $114 | $527-78.3% | $4,821-97.6% | $592-80.7% |