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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,768 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $2,588 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,034 | $62,293-72.7% | $56,429-69.8% | $62,293-72.7% |
| Participation rate | 85.5% | 69.5%+15.9pp | 80.0%+5.4pp | 69.5%+15.9pp |
| Annual return | 20.44% | 28.90%-8.5pp | 19.04%+1.4pp | 28.90%-8.5pp |
| Employer contribution / active EE | $617 | $2,042-69.8% | $3,405-81.9% | $2,042-69.8% |
| Participant deferral / active EE | $1,341 | $3,169-57.7% | $3,951-66.1% | $3,169-57.7% |
| Admin fee / account holder | $157 | $479-67.3% | $4,466-96.5% | $479-67.3% |