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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,354 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $13,234 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,369 | $62,672+159.1% | $185,117-12.3% | $70,126+131.5% |
| Participation rate | 96.9% | 63.8%+33.1pp | 77.3%+19.6pp | 69.5%+27.3pp |
| Annual return | 16.08% | 40.79%-24.7pp | 40.50%-24.4pp | 73.15%-57.1pp |
| Employer contribution / active EE | $3,482 | $1,753+98.6% | $4,182-16.7% | $2,343+48.6% |
| Participant deferral / active EE | $8,664 | $3,272+164.8% | $5,045+71.7% | $3,332+160.0% |
| Admin fee / account holder | $111 | $3,932-97.2% | $8,159-98.6% | $4,645-97.6% |