Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,625 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $5,507 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,008 | $63,905-82.8% | $74,183-85.2% | $57,658-80.9% |
| Participation rate | 92.8% | 79.8%+13.1pp | 76.6%+16.2pp | 70.2%+22.6pp |
| Annual return | 4.85% | 60.60%-55.8pp | 17.74%-12.9pp | 5.13%-0.3pp |
| Employer contribution / active EE | $936 | $1,840-49.2% | $2,370-60.5% | $1,974-52.6% |
| Participant deferral / active EE | $2,086 | $3,448-39.5% | $3,550-41.2% | $3,061-31.9% |
| Admin fee / account holder | $84 | $91-8.3% | $5,586-98.5% | $95-11.6% |