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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $79,440 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,879 |
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 | $52,687 | $39,859+32.2% | $78,676-33.0% | $57,658-8.6% |
| Participation rate | 88.3% | 66.1%+22.2pp | 73.6%+14.8pp | 70.2%+18.1pp |
| Annual return | 7.07% | 18.96%-11.9pp | 62.19%-55.1pp | 5.13%+1.9pp |
| Employer contribution / active EE | $3,809 | $1,786+113.3% | $2,850+33.7% | $1,974+93.0% |
| Participant deferral / active EE | $5,331 | $2,248+137.1% | $3,517+51.6% | $3,061+74.2% |
| Admin fee / account holder | $19 | $76-75.3% | $4,510-99.6% | $95-80.1% |