Filed May 26, 2016
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,469 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $6,336 |
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 | $32,128 | $77,638-58.6% | $156,551-79.5% | $62,881-48.9% |
| Participation rate | 79.4% | 71.2%+8.2pp | 84.0%-4.6pp | 69.3%+10.1pp |
| Annual return | 5.43% | 50.33%-44.9pp | 32.23%-26.8pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,633 | $3,444-52.6% | $5,501-70.3% | $2,281-28.4% |
| Participant deferral / active EE | $2,945 | $3,046-3.3% | $4,871-39.5% | $3,203-8.1% |
| Admin fee / account holder | $127 | $5,561-97.7% | $13,028-99.0% | $4,296-97.0% |