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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,546 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $7,752 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,624 | $46,360-46.9% | $147,617-83.3% | $52,331-52.9% |
| Participation rate | 55.1% | 64.9%-9.8pp | 84.6%-29.5pp | 68.1%-13.0pp |
| Annual return | 0.00% | 1.62%-1.6pp | 61.98%-62.0pp | 4.54%-4.5pp |
| Employer contribution / active EE | $405 | $2,126-80.9% | $5,564-92.7% | $1,882-78.5% |
| Participant deferral / active EE | $1,730 | $2,258-23.4% | $4,895-64.7% | $3,022-42.7% |
| Admin fee / account holder | $149 | $766-80.5% | $11,612-98.7% | $592-74.8% |