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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 | $61,391-58.7% | $149,723-83.1% | $71,529-64.6% |
| Participation rate | 98.1% | 62.5%+35.6pp | 78.8%+19.4pp | 67.9%+30.2pp |
| Annual return | 13.61% | 35.88%-22.3pp | 134.50%-120.9pp | 28.97%-15.4pp |
| Employer contribution / active EE | $1,865 | $2,384-21.7% | $4,821-61.3% | $2,590-28.0% |
| Participant deferral / active EE | $3,848 | $2,921+31.8% | $5,682-32.3% | $4,291-10.3% |
| Admin fee / account holder | $94 | $1,264-92.6% | $13,215-99.3% | $1,588-94.1% |