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 BARNEY2 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $60,526 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,982 | $46,332-39.6% | $143,799-80.5% | $64,819-56.8% |
| Participation rate | 89.3% | 64.2%+25.0pp | 80.3%+9.0pp | 71.5%+17.8pp |
| Annual return | -14.80% | -10.05%-4.7pp | -0.04%-14.8pp | 32.84%-47.6pp |
| Employer contribution / active EE | $1,526 | $1,911-20.2% | $4,952-69.2% | $2,507-39.1% |
| Participant deferral / active EE | $2,621 | $2,647-1.0% | $5,638-53.5% | $4,311-39.2% |
| Admin fee / account holder | $63 | $154-59.0% | $14,677-99.6% | $188-66.4% |