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 BARNEY3 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $58,093 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,493 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,787 | $47,135-30.4% | $149,717-78.1% | $74,440-56.0% |
| Participation rate | 73.8% | 63.4%+10.4pp | 78.8%-5.0pp | 70.7%+3.0pp |
| Annual return | 15.54% | 22.75%-7.2pp | 134.41%-118.9pp | 34.37%-18.8pp |
| Employer contribution / active EE | $1,403 | $1,906-26.4% | $4,820-70.9% | $2,638-46.8% |
| Participant deferral / active EE | $2,737 | $2,728+0.3% | $5,682-51.8% | $4,529-39.6% |
| Admin fee / account holder | $55 | $343-83.9% | $13,213-99.6% | $348-84.1% |