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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,783 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 49 · EIN 02-6431063 | Other Services | $17,135 |
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 | $44,892 | $72,770-38.3% | $67,652-33.6% | $55,191-18.7% |
| Participation rate | 76.8% | 78.8%-1.9pp | 75.7%+1.2pp | 69.2%+7.7pp |
| Annual return | 1.33% | -3.26%+4.6pp | 6625.40%-6624.1pp | 10.78%-9.5pp |
| Employer contribution / active EE | $670 | $1,769-62.1% | $2,266-70.4% | $1,899-64.7% |
| Participant deferral / active EE | $3,047 | $3,408-10.6% | $3,560-14.4% | $3,0460% |
| Admin fee / account holder | $50 | $79-37.1% | $4,821-99.0% | $91-45.4% |