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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $297,945 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INS SERVICES, INC. Service code 49 · EIN 51-0116113 | Other Services | $87,848 |
SHBU LIFE AGENCY INC1 year Filed as: SHBU LIFE AGENCY, INC. Service code 49 | Other Services | $28,711 |
Service code 49 · EIN 38-3220894 | Other Services | $22,151 |
SBHU LIFE AGENCY INC1 year Filed as: SBHU LIFE AGENCY, INC. Service code 49 · EIN 13-2896238 | Other Services | $0 |
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 | $51,373 | $130,052-60.5% | $86,698-40.7% | $77,906-34.1% |
| Participation rate | 91.9% | 85.9%+6.0pp | 76.6%+15.4pp | 73.7%+18.3pp |
| Annual return | -1.68% | -12.73%+11.1pp | 35.96%-37.6pp | 12.16%-13.8pp |
| Employer contribution / active EE | $2,517 | $3,214-21.7% | $2,837-11.3% | $2,846-11.6% |
| Participant deferral / active EE | $4,127 | $5,741-28.1% | $4,656-11.4% | $4,805-14.1% |
| Admin fee / account holder | $161 | $132+21.7% | $7,492-97.9% | $133+21.1% |