Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $81,475 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $8,617 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $22,271 | $60,795-63.4% | $69,464-67.9% | $65,185-65.8% |
| Participation rate | 95.7% | 74.9%+20.9pp | 74.6%+21.1pp | 70.2%+25.5pp |
| Annual return | 25.77% | 17.46%+8.3pp | 28.98%-3.2pp | 29.38%-3.6pp |
| Employer contribution / active EE | $2,350 | $2,452-4.1% | $2,779-15.4% | $2,177+8.0% |
| Participant deferral / active EE | $4,351 | $3,162+37.6% | $3,536+23.0% | $3,514+23.8% |
| Admin fee / account holder | $189 | $314-39.6% | $3,840-95.1% | $847-77.6% |