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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $17,419 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,577 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,357 | $61,295-58.6% | $149,682-83.1% | $71,476-64.5% |
| Participation rate | 98.1% | 62.5%+35.6pp | 78.8%+19.4pp | 67.9%+30.2pp |
| Annual return | 13.61% | 35.86%-22.2pp | 134.35%-120.7pp | 28.85%-15.2pp |
| Employer contribution / active EE | $1,865 | $2,380-21.6% | $4,818-61.3% | $2,589-27.9% |
| Participant deferral / active EE | $3,848 | $2,918+31.9% | $5,681-32.3% | $4,290-10.3% |
| Admin fee / account holder | $94 | $1,262-92.6% | $13,210-99.3% | $1,587-94.1% |