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 |
|---|---|---|
Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $18,134 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,428 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,092 | $65,125-63.0% | $143,797-83.2% | $66,949-64.0% |
| Participation rate | 95.1% | 65.2%+29.9pp | 80.3%+14.8pp | 69.8%+25.3pp |
| Annual return | -16.49% | -11.13%-5.4pp | -0.04%-16.5pp | 1.57%-18.1pp |
| Employer contribution / active EE | $1,647 | $2,362-30.3% | $4,952-66.8% | $2,545-35.3% |
| Participant deferral / active EE | $3,512 | $2,920+20.3% | $5,638-37.7% | $4,239-17.2% |
| Admin fee / account holder | $89 | $503-82.3% | $14,679-99.4% | $594-85.0% |