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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE Service code 14 · EIN 42-0127290 | Plan Administrator | $42,949 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: GRAYSTONE CONSULTING Service code 28 · EIN 26-4310632 | Investment Management | $36,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $850,709 | $65,223+1204.3% | $80,022+963.1% | $55,727+1426.6% |
| Participation rate | 91.6% | 80.6%+11.0pp | 75.8%+15.7pp | 70.9%+20.7pp |
| Annual return | 15.78% | 7.59%+8.2pp | 11.22%+4.6pp | 244.94%-229.2pp |
| Employer contribution / active EE | $21,641 | $2,544+750.7% | $2,468+776.9% | $2,078+941.3% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $3,686-100.0% | $3,356-100.0% |
| Admin fee / account holder | $226 | $114+98.0% | $6,521-96.5% | $115+96.3% |