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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $9,643 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,126 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,265 | $68,408-76.2% | $57,179-71.6% | $57,658-71.8% |
| Participation rate | 88.2% | 79.1%+9.1pp | 75.3%+12.9pp | 70.2%+18.0pp |
| Annual return | 12.28% | 8.51%+3.8pp | 14.59%-2.3pp | 5.13%+7.1pp |
| Employer contribution / active EE | $2,097 | $2,869-26.9% | $2,682-21.8% | $1,974+6.2% |
| Participant deferral / active EE | $3,460 | $2,903+19.2% | $3,096+11.8% | $3,061+13.1% |
| Admin fee / account holder | $22 | $70-68.2% | $3,139-99.3% | $95-76.6% |