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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $7,833 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,976 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,514 | $99,957-54.5% | $149,730-69.6% | $73,493-38.1% |
| Participation rate | 78.5% | 75.7%+2.8pp | 82.5%-4.0pp | 70.7%+7.8pp |
| Annual return | 19.59% | 53.87%-34.3pp | 276.70%-257.1pp | 28.51%-8.9pp |
| Employer contribution / active EE | $2,370 | $3,191-25.7% | $4,645-49.0% | $2,270+4.4% |
| Participant deferral / active EE | $4,367 | $6,073-28.1% | $6,843-36.2% | $3,740+16.8% |
| Admin fee / account holder | $19 | $551-96.5% | $9,310-99.8% | $513-96.3% |