Filed May 12, 2022
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,423 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $12,766 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $12,752 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $35,339 | $60,545-41.6% | $92,240-61.7% | $69,631-49.2% |
| Participation rate | 71.9% | 72.2%-0.3pp | 76.5%-4.6pp | 70.7%+1.2pp |
| Annual return | 14.89% | 19.71%-4.8pp | 176.29%-161.4pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $1,555 | $2,633-41.0% | $3,680-57.7% | $2,032-23.5% |
| Participant deferral / active EE | $1,659 | $2,828-41.3% | $3,897-57.4% | $3,224-48.5% |
| Admin fee / account holder | $171 | $145+18.1% | $5,194-96.7% | $110+54.8% |