Filed October 25, 2019 (most recent of 2 filings on file)
Total covered: 8 employees
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $68,918 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,669 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,049 | $50,820-29.1% | $155,567-76.8% | $77,671-53.6% |
| Participation rate | 73.1% | 63.1%+10.0pp | 78.2%-5.1pp | 70.6%+2.6pp |
| Annual return | 12.64% | 34.85%-22.2pp | 64.74%-52.1pp | 31.21%-18.6pp |
| Employer contribution / active EE | $1,550 | $1,993-22.2% | $4,674-66.8% | $2,726-43.2% |
| Participant deferral / active EE | $2,889 | $2,823+2.3% | $5,628-48.7% | $4,648-37.8% |
| Admin fee / account holder | $60 | $436-86.2% | $15,916-99.6% | $430-86.0% |