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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 26-4310632 | Advisory (Plan) | $122,266 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $62,056 |
LGI SERVICES4 years Service code 49 · EIN 46-4232802 | Other Services | $25,178 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,395 | $51,223+47.2% | $82,763-8.9% | $66,949+12.6% |
| Participation rate | 84.8% | 67.9%+16.9pp | 72.6%+12.2pp | 69.8%+15.0pp |
| Annual return | -15.80% | -9.85%-5.9pp | 702.45%-718.2pp | 1.57%-17.4pp |
| Employer contribution / active EE | $5,484 | $2,611+110.1% | $3,008+82.3% | $2,545+115.5% |
| Participant deferral / active EE | $6,712 | $3,460+94.0% | $4,395+52.7% | $4,239+58.3% |
| Admin fee / account holder | $242 | $415-41.8% | $5,325-95.5% | $594-59.3% |