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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $7,336 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,051 |
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 | $34,213 | $89,652-61.8% | $141,191-75.8% | $65,185-47.5% |
| Participation rate | 71.4% | 74.7%-3.3pp | 82.5%-11.0pp | 70.2%+1.2pp |
| Annual return | 27.14% | 32.79%-5.7pp | 71.41%-44.3pp | 29.38%-2.2pp |
| Employer contribution / active EE | $1,664 | $3,065-45.7% | $4,736-64.9% | $2,177-23.5% |
| Participant deferral / active EE | $3,350 | $5,691-41.1% | $6,710-50.1% | $3,514-4.7% |
| Admin fee / account holder | $27 | $569-95.3% | $10,264-99.7% | $847-96.8% |