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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $84,524 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $66,025 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $80,654 | $66,650+21.0% | $92,915-13.2% | $67,582+19.3% |
| Participation rate | 99.0% | 72.5%+26.5pp | 76.0%+23.0pp | 71.3%+27.7pp |
| Annual return | 24.08% | 92.64%-68.6pp | 109.45%-85.4pp | 378.57%-354.5pp |
| Employer contribution / active EE | $1,811 | $2,777-34.8% | $3,653-50.4% | $2,148-15.7% |
| Participant deferral / active EE | $6,440 | $3,160+103.8% | $4,238+52.0% | $3,539+81.9% |
| Admin fee / account holder | $113 | $199-43.0% | $5,796-98.0% | $142-20.3% |