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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $6,217 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,950 |
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 | $23,810 | $47,977-50.4% | $154,114-84.6% | $56,287-57.7% |
| Participation rate | 69.9% | 66.2%+3.7pp | 83.0%-13.1pp | 69.9%+0.1pp |
| Annual return | -3.66% | 3.54%-7.2pp | 735.16%-738.8pp | -9.96%+6.3pp |
| Employer contribution / active EE | $1,014 | $2,169-53.2% | $5,298-80.9% | $2,111-51.9% |
| Participant deferral / active EE | $8 | $2,392-99.7% | $5,081-99.8% | $3,350-99.8% |
| Admin fee / account holder | $9 | $438-98.0% | $13,411-99.9% | $521-98.3% |