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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,128 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $15,986 |
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 | $46,779 | $61,172-23.5% | $185,851-74.8% | $79,389-41.1% |
| Participation rate | 60.5% | 66.6%-6.1pp | 81.7%-21.2pp | 70.7%-10.2pp |
| Annual return | 24.93% | 19.45%+5.5pp | 122.11%-97.2pp | 116.89%-92.0pp |
| Employer contribution / active EE | $705 | $2,321-69.6% | $5,168-86.4% | $2,428-71.0% |
| Participant deferral / active EE | $3,538 | $2,788+26.9% | $5,569-36.5% | $4,046-12.6% |
| Admin fee / account holder | $211 | $710-70.3% | $16,245-98.7% | $626-66.3% |