Filed October 11, 2021
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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $131,663 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,970 |
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 | $93,276 | $74,498+25.2% | $94,229-1.0% | $59,188+57.6% |
| Participation rate | 92.8% | 76.8%+16.1pp | 78.8%+14.1pp | 69.4%+23.4pp |
| Annual return | 1.28% | 2.76%-1.5pp | 10.68%-9.4pp | 5.51%-4.2pp |
| Employer contribution / active EE | $3,839 | $2,077+84.8% | $3,587+7.0% | $2,098+83.0% |
| Participant deferral / active EE | $5,191 | $3,433+51.2% | $4,320+20.2% | $3,265+59.0% |
| Admin fee / account holder | $24 | $103-76.7% | $6,269-99.6% | $92-74.0% |