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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,057 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 20-8764829 | Advisory (Plan) | $42,303 |
MORNINGSTAR2 years 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 | $32,699 | $50,860-35.7% | $155,574-79.0% | $77,714-57.9% |
| Participation rate | 94.8% | 63.1%+31.7pp | 78.2%+16.6pp | 70.6%+24.3pp |
| Annual return | 16.01% | 34.86%-18.9pp | 64.87%-48.9pp | 31.26%-15.2pp |
| Employer contribution / active EE | $1,916 | $1,991-3.7% | $4,676-59.0% | $2,727-29.7% |
| Participant deferral / active EE | $3,296 | $2,825+16.7% | $5,629-41.5% | $4,649-29.1% |
| Admin fee / account holder | $139 | $436-68.0% | $15,914-99.1% | $433-67.8% |