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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $68,377 |
Filed as: SIDE BY SIDE FINANCIALS INC Service code 13 · EIN 27-3232902 | Contract Administrator | $14,176 |
ORENDA RETIREMENT, LLC1 year Service code 13 · EIN 36-4877979 | Contract Administrator | $14,161 |
Filed as: BORIS BENIC & ASSOCIATES LLP Service code 10 · EIN 54-2190047 | Accounting | $12,213 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,928 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ASSOPCIATES INCORPORATED Service code 27 | Advisory (Plan) | $0 |
Annual investment return 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 | $74,209 | $69,231+7.2% | $91,994-19.3% | $67,579+9.8% |
| Participation rate | 76.5% | 78.9%-2.4pp | 78.6%-2.1pp | 71.3%+5.3pp |
| Annual return | -11.22% | 32.03%-43.2pp | 69.04%-80.3pp | 378.56%-389.8pp |
| Employer contribution / active EE | $1,933 | $2,284-15.4% | $3,453-44.0% | $2,148-10.0% |
| Participant deferral / active EE | $5,139 | $5,854-12.2% | $5,924-13.2% | $3,539+45.2% |
| Admin fee / account holder | $88 | $107-17.6% | $7,744-98.9% | $142-37.8% |