Filed November 9, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 49 · EIN 20-8764829 | Other Services | $48,750 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,621 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,100 | $85,713+124.1% | $86,698+121.6% | - |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | - |
| Annual return | -18.07% | -20.12%+2.0pp | 35.96%-54.0pp | - |
| Employer contribution / active EE | $8,285 | $1,789+363.1% | $2,837+192.0% | - |
| Participant deferral / active EE | $9,941 | $3,318+199.6% | $4,656+113.5% | - |
| Admin fee / account holder | $31 | $28,935-99.9% | $7,492-99.6% | - |