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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,844 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $7,572 |
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 | $25,075 | $55,453-54.8% | $170,435-85.3% | $62,293-59.7% |
| Participation rate | 59.0% | 66.4%-7.4pp | 83.6%-24.6pp | 69.5%-10.5pp |
| Annual return | 16.11% | 21.38%-5.3pp | 205.94%-189.8pp | 28.90%-12.8pp |
| Employer contribution / active EE | $465 | $2,164-78.5% | $5,432-91.4% | $2,042-77.2% |
| Participant deferral / active EE | $1,882 | $2,303-18.3% | $4,939-61.9% | $3,169-40.6% |
| Admin fee / account holder | $152 | $455-66.6% | $13,881-98.9% | $479-68.3% |