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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $20,352 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,118 |
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 | $107,304 | $58,577+83.2% | $83,333+28.8% | $64,186+67.2% |
| Participation rate | 96.6% | 72.0%+24.6pp | 77.8%+18.9pp | 69.6%+27.1pp |
| Annual return | -8.82% | 9.65%-18.5pp | 10.63%-19.5pp | 7.63%-16.5pp |
| Employer contribution / active EE | $2,806 | $2,098+33.7% | $3,379-16.9% | $2,381+17.9% |
| Participant deferral / active EE | $9,143 | $4,654+96.4% | $5,565+64.3% | $3,470+163.5% |
| Admin fee / account holder | $17 | $9,275-99.8% | $7,510-99.8% | $4,888-99.6% |