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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $88,575 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,582 |
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 | $64,811 | $43,999+47.3% | $79,467-18.4% | $55,725+16.3% |
| Participation rate | 83.9% | 66.9%+17.0pp | 73.3%+10.6pp | 70.9%+13.0pp |
| Annual return | -5.30% | 1.81%-7.1pp | 718.30%-723.6pp | 244.93%-250.2pp |
| Employer contribution / active EE | $7,430 | $1,830+306.1% | $2,800+165.3% | $2,078+257.5% |
| Participant deferral / active EE | $11,913 | $2,538+369.3% | $3,704+221.6% | $3,356+255.0% |
| Admin fee / account holder | $25 | $118-79.0% | $5,104-99.5% | $115-78.6% |