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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $92,047 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 | Advisory (Participants) | $30,286 |
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 | $56,750 | $52,188+8.7% | $86,640-34.5% | $74,460-23.8% |
| Participation rate | 95.5% | 66.3%+29.2pp | 71.7%+23.8pp | 70.7%+24.8pp |
| Annual return | 14.41% | 44.46%-30.1pp | 592.52%-578.1pp | 34.38%-20.0pp |
| Employer contribution / active EE | $1,647 | $2,282-27.8% | $3,024-45.5% | $2,638-37.6% |
| Participant deferral / active EE | $3,345 | $3,383-1.1% | $4,438-24.6% | $4,530-26.1% |
| Admin fee / account holder | $198 | $319-37.7% | $5,616-96.5% | $348-43.0% |