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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $92,104 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,208 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $76,395 | $60,545+26.2% | $92,240-17.2% | $69,631+9.7% |
| Participation rate | 99.0% | 72.2%+26.9pp | 76.5%+22.5pp | 70.7%+28.3pp |
| Annual return | 16.88% | 19.71%-2.8pp | 176.29%-159.4pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $2,842 | $2,633+7.9% | $3,680-22.8% | $2,032+39.8% |
| Participant deferral / active EE | $6,242 | $2,828+120.8% | $3,897+60.2% | $3,224+93.6% |
| Admin fee / account holder | $33 | $145-77.1% | $5,194-99.4% | $110-69.9% |