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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $60,729 |
LGI SERVICES3 years Service code 49 · EIN 46-4232802 | Other Services | $18,426 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,997 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,067 | $63,768+39.7% | $98,506-9.6% | $79,389+12.2% |
| Participation rate | 81.3% | 69.9%+11.4pp | 73.3%+7.9pp | 70.7%+10.6pp |
| Annual return | 11.97% | 626.18%-614.2pp | 1494.92%-1483.0pp | 116.89%-104.9pp |
| Employer contribution / active EE | $4,952 | $2,558+93.6% | $2,961+67.2% | $2,428+104.0% |
| Participant deferral / active EE | $6,645 | $3,305+101.1% | $4,277+55.4% | $4,046+64.2% |
| Admin fee / account holder | $16 | $516-96.9% | $5,955-99.7% | $626-97.5% |