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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $105,096 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 49 · EIN 02-6431063 | Other Services | $40,090 |
RPB, CPA'S2 years Service code 10 · EIN 39-0747409 | Accounting | $5,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,903 | $72,303-22.7% | $86,691-35.5% | $64,814-13.7% |
| Participation rate | 93.9% | 80.4%+13.5pp | 76.6%+17.3pp | 71.5%+22.4pp |
| Annual return | -16.29% | 392.77%-409.1pp | 35.94%-52.2pp | 32.84%-49.1pp |
| Employer contribution / active EE | $1,342 | $2,393-43.9% | $2,837-52.7% | $2,507-46.5% |
| Participant deferral / active EE | $5,006 | $4,660+7.4% | $4,656+7.5% | $4,310+16.1% |
| Admin fee / account holder | $276 | $174+58.5% | $7,492-96.3% | $188+46.9% |