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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,124 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 20-8764829 | Advisory (Plan) | $46,908 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,285 | $47,163-37.9% | $149,696-80.4% | $74,460-60.7% |
| Participation rate | 95.0% | 63.4%+31.6pp | 78.8%+16.2pp | 70.7%+24.3pp |
| Annual return | 14.63% | 22.75%-8.1pp | 134.46%-119.8pp | 34.38%-19.7pp |
| Employer contribution / active EE | $1,824 | $1,907-4.3% | $4,821-62.2% | $2,638-30.9% |
| Participant deferral / active EE | $3,205 | $2,730+17.4% | $5,682-43.6% | $4,530-29.2% |
| Admin fee / account holder | $133 | $343-61.1% | $13,212-99.0% | $348-61.7% |