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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $105,604 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,759 |
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 | $67,449 | $46,100+46.3% | $86,582-22.1% | $69,631-3.1% |
| Participation rate | 91.1% | 67.2%+23.9pp | 73.5%+17.5pp | 70.7%+20.4pp |
| Annual return | 17.56% | 21.02%-3.5pp | 965.08%-947.5pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $4,651 | $1,850+151.4% | $2,839+63.8% | $2,032+128.9% |
| Participant deferral / active EE | $5,959 | $2,432+145.1% | $3,609+65.1% | $3,224+84.9% |
| Admin fee / account holder | $23 | $94-75.9% | $4,904-99.5% | $110-79.5% |