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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $93,987 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: J.P. MORGAN SECURITIES LLC Service code 27 · EIN 13-4110995 | Advisory (Plan) | $36,717 |
THE ANGELL PENSION GROUP, INC.5+ years Filed as: THE ANGELL PENSION GROUP INC Service code 49 · EIN 04-2530412 | Other Services | $9,284 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,028 | $56,767-11.9% | $101,794-50.9% | $85,563-41.5% |
| Participation rate | 55.7% | 57.6%-1.9pp | 69.2%-13.5pp | 66.0%-10.3pp |
| Annual return | 17.26% | 17.76%-0.5pp | 30.53%-13.3pp | 31.51%-14.2pp |
| Employer contribution / active EE | $1,230 | $1,112+10.6% | $2,289-46.2% | $2,654-53.6% |
| Participant deferral / active EE | $3,626 | $2,720+33.3% | $4,084-11.2% | $4,375-17.1% |
| Admin fee / account holder | $237 | $1,098-78.4% | $8,777-97.3% | $834-71.5% |