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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $27,983 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,399 |
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 | $113,174 | $56,640+99.8% | $78,002+45.1% | $55,167+105.1% |
| Participation rate | 97.2% | 73.3%+23.8pp | 75.5%+21.6pp | 69.0%+28.2pp |
| Annual return | 7.71% | 2868.48%-2860.8pp | 425.99%-418.3pp | 169.23%-161.5pp |
| Employer contribution / active EE | $6,620 | $1,724+284.1% | $2,470+168.0% | $1,963+237.3% |
| Participant deferral / active EE | $6,241 | $2,778+124.7% | $3,497+78.5% | $3,054+104.4% |
| Admin fee / account holder | $35 | $467-92.5% | $5,481-99.4% | $504-93.1% |