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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,279 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $5,420 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,572 | $46,732-53.8% | $156,551-86.2% | $55,167-60.9% |
| Participation rate | 64.0% | 65.8%-1.8pp | 84.0%-20.0pp | 69.0%-5.0pp |
| Annual return | 5.38% | 17.72%-12.3pp | 32.23%-26.8pp | 169.23%-163.9pp |
| Employer contribution / active EE | $401 | $2,105-80.9% | $5,501-92.7% | $1,963-79.5% |
| Participant deferral / active EE | $1,909 | $2,204-13.4% | $4,871-60.8% | $3,054-37.5% |
| Admin fee / account holder | $141 | $418-66.3% | $13,028-98.9% | $504-72.0% |