Filed May 12, 2022
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $10,215 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $10,196 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,408 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,394 | $50,498-43.8% | $75,784-62.5% | $55,191-48.6% |
| Participation rate | 58.0% | 69.4%-11.5pp | 75.8%-17.9pp | 69.2%-11.2pp |
| Annual return | -1.61% | 1.80%-3.4pp | 9.68%-11.3pp | 10.78%-12.4pp |
| Employer contribution / active EE | $911 | $2,291-60.2% | $3,323-72.6% | $1,899-52.0% |
| Participant deferral / active EE | $1,066 | $2,589-58.8% | $3,652-70.8% | $3,046-65.0% |
| Admin fee / account holder | $22 | $123-82.4% | $5,300-99.6% | $91-76.1% |