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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $33,721 |
THE ANGELL PENSION GROUP, INC.3+ years Filed as: THE ANGELL PENSION GROUP INC Service code 13 · EIN 04-2530412 | Contract Administrator | $16,354 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,641 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,348 | $81,474-6.3% | $133,959-43.0% | $73,493+3.9% |
| Participation rate | 97.2% | 76.4%+20.8pp | 79.8%+17.3pp | 70.7%+26.5pp |
| Annual return | 16.43% | 19.40%-3.0pp | 45.09%-28.7pp | 28.51%-12.1pp |
| Employer contribution / active EE | $1,558 | $2,209-29.5% | $3,919-60.3% | $2,270-31.4% |
| Participant deferral / active EE | $6,332 | $3,786+67.2% | $5,047+25.5% | $3,740+69.3% |
| Admin fee / account holder | $60 | $713-91.6% | $8,928-99.3% | $513-88.4% |