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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $17,435 |
MARKS PANETH LLP1 year Service code 10 · EIN 11-3518842 | Accounting | $15,000 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,437 |
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 | $136,416 | $63,355+115.3% | $91,994+48.3% | $72,983+86.9% |
| Participation rate | 95.8% | 72.5%+23.3pp | 78.6%+17.1pp | 69.5%+26.3pp |
| Annual return | 21.02% | 35.35%-14.3pp | 69.03%-48.0pp | 81.01%-60.0pp |
| Employer contribution / active EE | $2,808 | $2,116+32.7% | $3,452-18.7% | $2,440+15.1% |
| Participant deferral / active EE | $10,077 | $4,883+106.4% | $5,923+70.1% | $3,608+179.3% |
| Admin fee / account holder | $34 | $4,668-99.3% | $7,743-99.6% | $5,124-99.3% |