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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $91,321 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,848 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $17,446 |
VANACORE DEBENEDICTUS1+ years Service code 10 · EIN 14-1604297 | Accounting | $9,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,400 | $37,039+76.6% | $147,618-55.7% | $59,188+10.5% |
| Participation rate | 53.5% | 63.8%-10.2pp | 84.6%-31.1pp | 69.4%-15.9pp |
| Annual return | 0.56% | 7.19%-6.6pp | 61.98%-61.4pp | 5.51%-4.9pp |
| Employer contribution / active EE | $880 | $1,353-34.9% | $5,564-84.2% | $2,098-58.0% |
| Participant deferral / active EE | $2,893 | $2,094+38.2% | $4,895-40.9% | $3,265-11.4% |
| Admin fee / account holder | $14 | $60-77.0% | $11,612-99.9% | $92-85.0% |