Filed November 9, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 49 · EIN 20-8764829 | Other Services | $50,143 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,361 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,583 | $84,940+164.4% | $111,306+101.8% | $79,389+182.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 13.44% | 17.45%-4.0pp | 54.67%-41.2pp | 116.89%-103.5pp |
| Employer contribution / active EE | $7,579 | $1,979+282.9% | $2,732+177.4% | $2,428+212.1% |
| Participant deferral / active EE | $9,154 | $3,889+135.4% | $4,488+104.0% | $4,046+126.2% |
| Admin fee / account holder | $53 | $537-90.0% | $7,966-99.3% | $626-91.5% |