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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $55,080 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,373 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,191 | $66,124+27.3% | $90,461-6.9% | $73,497+14.6% |
| Participation rate | 85.6% | 69.7%+15.9pp | 72.7%+12.9pp | 70.7%+14.9pp |
| Annual return | 12.25% | 17.65%-5.4pp | 1294.76%-1282.5pp | 28.51%-16.3pp |
| Employer contribution / active EE | $6,954 | $2,346+196.4% | $3,264+113.1% | $2,270+206.3% |
| Participant deferral / active EE | $10,367 | $3,039+241.1% | $3,964+161.5% | $3,740+177.2% |
| Admin fee / account holder | $24 | $396-93.9% | $5,617-99.6% | $513-95.3% |