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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $62,417 |
LGI SERVICES1 year Service code 49 · EIN 46-4232802 | Other Services | $48,675 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,504 |
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 | $74,023 | $51,620+43.4% | $90,324-18.0% | $65,186+13.6% |
| Participation rate | 87.6% | 68.6%+18.9pp | 73.3%+14.3pp | 70.2%+17.4pp |
| Annual return | 17.75% | 24.94%-7.2pp | 78.15%-60.4pp | 29.39%-11.6pp |
| Employer contribution / active EE | $4,098 | $2,235+83.4% | $2,856+43.5% | $2,177+88.3% |
| Participant deferral / active EE | $8,487 | $2,871+195.7% | $3,885+118.4% | $3,514+141.5% |
| Admin fee / account holder | $42 | $384-89.1% | $5,356-99.2% | $847-95.1% |