Filed May 26, 2016
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $7,373 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,164 |
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 | $40,105 | $84,236-52.4% | $170,435-76.5% | $70,126-42.8% |
| Participation rate | 84.4% | 70.8%+13.6pp | 83.6%+0.8pp | 69.5%+14.9pp |
| Annual return | 15.76% | 23.06%-7.3pp | 205.94%-190.2pp | 73.15%-57.4pp |
| Employer contribution / active EE | $1,656 | $3,387-51.1% | $5,432-69.5% | $2,343-29.3% |
| Participant deferral / active EE | $3,045 | $3,086-1.3% | $4,939-38.4% | $3,332-8.6% |
| Admin fee / account holder | $85 | $5,698-98.5% | $13,881-99.4% | $4,645-98.2% |