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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $26,157 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,583 |
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 | $110,464 | $53,412+106.8% | $68,509+61.2% | $52,331+111.1% |
| Participation rate | 90.7% | 71.7%+19.0pp | 74.7%+15.9pp | 68.1%+22.5pp |
| Annual return | 0.14% | 3.42%-3.3pp | 8.27%-8.1pp | 4.54%-4.4pp |
| Employer contribution / active EE | $10,385 | $1,607+546.2% | $2,278+355.9% | $1,882+451.9% |
| Participant deferral / active EE | $5,546 | $2,688+106.3% | $3,382+64.0% | $3,022+83.5% |
| Admin fee / account holder | $31 | $461-93.3% | $5,275-99.4% | $592-94.8% |