Filed November 9, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 49 · EIN 20-8764829 | Other Services | $38,306 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,688 |
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 | $188,854 | $73,638+156.5% | $95,964+96.8% | $73,497+157.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 15.22% | 16.78%-1.6pp | 91.64%-76.4pp | 28.51%-13.3pp |
| Employer contribution / active EE | $7,181 | $1,863+285.4% | $2,541+182.6% | $2,270+216.3% |
| Participant deferral / active EE | $8,677 | $3,617+139.9% | $4,167+108.2% | $3,740+132.0% |
| Admin fee / account holder | $54 | $482-88.7% | $6,797-99.2% | $513-89.4% |