Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,992 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $9,907 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,192 | $52,967-39.2% | $172,753-81.4% | $65,186-50.6% |
| Participation rate | 57.4% | 66.2%-8.8pp | 82.6%-25.3pp | 70.2%-12.8pp |
| Annual return | 23.83% | 30.12%-6.3pp | 803.00%-779.2pp | 29.39%-5.6pp |
| Employer contribution / active EE | $572 | $2,190-73.9% | $5,144-88.9% | $2,177-73.7% |
| Participant deferral / active EE | $2,638 | $2,471+6.8% | $5,198-49.2% | $3,514-24.9% |
| Admin fee / account holder | $187 | $472-60.3% | $13,956-98.7% | $847-77.9% |