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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,434 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,331 | $46,761+31.2% | $106,619-42.5% | $57,658+6.4% |
| Participation rate | 34.2% | 56.9%-22.7pp | 78.0%-43.8pp | 70.2%-36.0pp |
| Annual return | 853.21% | 15.77%+837.4pp | 9.42%+843.8pp | 5.13%+848.1pp |
| Employer contribution / active EE | $243 | $1,274-80.9% | $3,947-93.8% | $1,974-87.7% |
| Participant deferral / active EE | $838 | $1,954-57.1% | $3,930-78.7% | $3,061-72.6% |
| Admin fee / account holder | $70 | $97-27.3% | $6,418-98.9% | $95-25.6% |