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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $17,250 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,029 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,821 | $55,470-44.4% | $155,556-80.2% | $74,478-58.6% |
| Participation rate | 94.7% | 61.9%+32.8pp | 78.2%+16.5pp | 67.2%+27.5pp |
| Annual return | 10.49% | 269.80%-259.3pp | 64.84%-54.4pp | 1370.56%-1360.1pp |
| Employer contribution / active EE | $1,671 | $2,267-26.3% | $4,675-64.3% | $2,626-36.4% |
| Participant deferral / active EE | $3,301 | $2,838+16.3% | $5,631-41.4% | $4,350-24.1% |
| Admin fee / account holder | $103 | $1,744-94.1% | $15,885-99.3% | $1,946-94.7% |