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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $33,034 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,421 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $137,470 | $63,314+117.1% | $91,004+51.1% | $62,293+120.7% |
| Participation rate | 95.8% | 73.3%+22.5pp | 75.6%+20.2pp | 69.5%+26.3pp |
| Annual return | 16.15% | 21.00%-4.8pp | 4.60%+11.6pp | 28.90%-12.7pp |
| Employer contribution / active EE | $7,146 | $1,807+295.4% | $2,456+191.0% | $2,042+249.9% |
| Participant deferral / active EE | $6,023 | $2,944+104.6% | $3,548+69.8% | $3,169+90.1% |
| Admin fee / account holder | $34 | $468-92.7% | $5,417-99.4% | $479-92.9% |