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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $100,375 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,550 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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 | $68,780 | $56,443+21.9% | $83,831-18.0% | $55,725+23.4% |
| Participation rate | 99.3% | 72.0%+27.3pp | 76.1%+23.2pp | 70.9%+28.5pp |
| Annual return | -4.75% | 393.67%-398.4pp | 850.99%-855.7pp | 244.93%-249.7pp |
| Employer contribution / active EE | $1,805 | $2,682-32.7% | $3,631-50.3% | $2,078-13.2% |
| Participant deferral / active EE | $6,267 | $2,965+111.4% | $4,082+53.5% | $3,356+86.8% |
| Admin fee / account holder | $34 | $156-78.3% | $5,479-99.4% | $115-70.5% |