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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $125,499 |
Filed as: MORGAN STANLEY GLOBAL BA Service code 27 | Advisory (Plan) | $33,732 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANELY GLOBAL BA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $33,518 |
THE RETIREMENT ADVANTAGE INC3 years Service code 13 | Contract Administrator | $13,417 |
THE RETIREMENT ADVANTAGE INC3 years Filed as: THE RETIREMENT ADVANTAGE Service code 13 · EIN 39-1816008 | Contract Administrator | $375 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,038 | $49,808+2.5% | $95,745-46.7% | $74,419-31.4% |
| Participation rate | 82.9% | 66.6%+16.3pp | 72.3%+10.6pp | 70.7%+12.2pp |
| Annual return | 16.76% | 24.91%-8.1pp | 28.35%-11.6pp | 34.38%-17.6pp |
| Employer contribution / active EE | $819 | $1,639-50.0% | $2,835-71.1% | $2,637-68.9% |
| Participant deferral / active EE | $5,761 | $3,739+54.1% | $4,245+35.7% | $4,528+27.2% |
| Admin fee / account holder | $142 | $311-54.4% | $5,678-97.5% | $348-59.2% |