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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $21,590 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,752 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,819 | $82,674-2.2% | $125,381-35.5% | $68,486+18.0% |
| Participation rate | 63.8% | 75.1%-11.3pp | 82.4%-18.6pp | 67.9%-4.1pp |
| Annual return | -18.52% | -5.97%-12.5pp | 572.31%-590.8pp | -7.85%-10.7pp |
| Employer contribution / active EE | $840 | $3,382-75.2% | $4,815-82.6% | $2,597-67.7% |
| Participant deferral / active EE | $8,087 | $6,111+32.3% | $7,448+8.6% | $4,028+100.8% |
| Admin fee / account holder | $76 | $6,277-98.8% | $10,007-99.2% | $5,404-98.6% |