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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $73,272 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $18,303 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,536 | $55,002-64.5% | $59,878-67.4% | $56,287-65.3% |
| Participation rate | 95.1% | 75.9%+19.2pp | 74.7%+20.4pp | 69.9%+25.3pp |
| Annual return | -8.78% | 1.13%-9.9pp | 3.46%-12.2pp | -9.96%+1.2pp |
| Employer contribution / active EE | $2,217 | $2,448-9.4% | $2,722-18.5% | $2,111+5.0% |
| Participant deferral / active EE | $4,213 | $3,121+35.0% | $3,402+23.8% | $3,350+25.8% |
| Admin fee / account holder | $203 | $236-13.9% | $3,590-94.3% | $521-61.0% |