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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,215 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $8,891 |
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 | $23,554 | $47,977-50.9% | $154,108-84.7% | $56,289-58.2% |
| Participation rate | 60.9% | 66.2%-5.3pp | 83.0%-22.2pp | 69.9%-9.0pp |
| Annual return | 1.53% | 3.54%-2.0pp | 735.21%-733.7pp | -9.96%+11.5pp |
| Employer contribution / active EE | $591 | $2,169-72.7% | $5,298-88.8% | $2,111-72.0% |
| Participant deferral / active EE | $2,556 | $2,392+6.9% | $5,081-49.7% | $3,350-23.7% |
| Admin fee / account holder | $172 | $438-60.8% | $13,411-98.7% | $521-67.1% |