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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $81,772 |
Filed as: MORGAN STANLEY GLOBAL BA Service code 27 · EIN 20-8764829 | Advisory (Plan) | $77,037 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,266 | $93,010+19.6% | $96,538+15.3% | $74,473+49.4% |
| Participation rate | 99.1% | 71.6%+27.6pp | 74.3%+24.8pp | 70.7%+28.4pp |
| Annual return | 16.75% | 37.50%-20.7pp | 35.74%-19.0pp | 34.36%-17.6pp |
| Employer contribution / active EE | $2,410 | $3,427-29.7% | $3,740-35.6% | $2,638-8.7% |
| Participant deferral / active EE | $8,619 | $3,971+117.1% | $4,880+76.6% | $4,530+90.3% |
| Admin fee / account holder | $277 | $633-56.3% | $6,737-95.9% | $347-20.3% |