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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $86,867 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,963 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $64,347 | $57,921+11.1% | $84,753-24.1% | $57,658+11.6% |
| Participation rate | 99.3% | 72.9%+26.3pp | 76.6%+22.7pp | 70.2%+29.0pp |
| Annual return | 8.02% | 10.24%-2.2pp | 22.78%-14.8pp | 5.13%+2.9pp |
| Employer contribution / active EE | $909 | $2,598-65.0% | $3,574-74.6% | $1,974-54.0% |
| Participant deferral / active EE | $5,678 | $2,742+107.1% | $3,712+53.0% | $3,061+85.5% |
| Admin fee / account holder | $24 | $130-81.8% | $5,333-99.6% | $95-75.0% |