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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 FINCL CNT 201 PLAZA 2 3RD FL · JERSEY CITY, NJ 07311 | Other Services | $18,909 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $17,206 |
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 | $25,126 | $37,117-32.3% | $147,617-83.0% | $55,191-54.5% |
| Participation rate | 66.0% | 63.6%+2.4pp | 84.6%-18.6pp | 69.2%-3.1pp |
| Annual return | -1.10% | 3.44%-4.5pp | 61.98%-63.1pp | 10.78%-11.9pp |
| Employer contribution / active EE | $1,042 | $1,620-35.7% | $5,564-81.3% | $1,899-45.1% |
| Participant deferral / active EE | $1,161 | $1,985-41.5% | $4,895-76.3% | $3,046-61.9% |
| Admin fee / account holder | $90 | $86+4.8% | $11,612-99.2% | $91-1.2% |