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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $70,000 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 26-4310632 | Advisory (Participants) | $28,662 |
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 | $41,760 | $54,237-23.0% | $90,324-53.8% | $67,582-38.2% |
| Participation rate | 99.2% | 68.6%+30.5pp | 73.3%+25.9pp | 71.3%+27.9pp |
| Annual return | 18.45% | 37.27%-18.8pp | 78.15%-59.7pp | 378.57%-360.1pp |
| Employer contribution / active EE | $1,580 | $1,846-14.4% | $2,856-44.7% | $2,148-26.4% |
| Participant deferral / active EE | $2,845 | $2,625+8.4% | $3,885-26.8% | $3,539-19.6% |
| Admin fee / account holder | $148 | $123+20.2% | $5,356-97.2% | $142+4.2% |