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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $3,157 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,165 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,164 | $36,916-45.4% | $156,551-87.1% | $57,658-65.0% |
| Participation rate | 66.2% | 63.4%+2.7pp | 84.0%-17.9pp | 70.2%-4.1pp |
| Annual return | 6.65% | 12.38%-5.7pp | 32.23%-25.6pp | 5.13%+1.5pp |
| Employer contribution / active EE | $1,053 | $1,571-33.0% | $5,501-80.9% | $1,974-46.7% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $5 | $82-94.4% | $13,028-100.0% | $95-95.1% |