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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,069 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,341 | $46,173-14.8% | $170,439-76.9% | $69,631-43.5% |
| Participation rate | 27.3% | 63.9%-36.6pp | 83.6%-56.3pp | 70.7%-43.4pp |
| Annual return | 24.33% | 21.62%+2.7pp | 205.94%-181.6pp | 27571.02%-27546.7pp |
| Employer contribution / active EE | $349 | $1,610-78.3% | $5,433-93.6% | $2,032-82.8% |
| Participant deferral / active EE | $1,530 | $2,080-26.4% | $4,939-69.0% | $3,224-52.5% |
| Admin fee / account holder | $45 | $116-60.8% | $13,881-99.7% | $110-58.9% |