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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $66,284 |
Filed as: MORGAN STANLEY WEALTH MANAGEMNT Service code 27 1550 MARKET STREET · DENVER, CO 80202 | Advisory (Plan) | $63,535 |
Filed as: MORGAN STANLEY GLOBAL BA Service code 27 · EIN 20-8764829 | Advisory (Plan) | $61,728 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,637 | $46,464-31.9% | $150,298-79.0% | $79,634-60.3% |
| Participation rate | 94.5% | 57.0%+37.6pp | 77.8%+16.8pp | 62.5%+32.0pp |
| Annual return | 14.33% | 27.89%-13.6pp | 62.79%-48.5pp | 36.46%-22.1pp |
| Employer contribution / active EE | $1,638 | $1,512+8.4% | $4,154-60.6% | $2,529-35.2% |
| Participant deferral / active EE | $2,820 | $2,157+30.7% | $5,453-48.3% | $3,835-26.5% |
| Admin fee / account holder | $150 | $891-83.1% | $14,116-98.9% | $1,002-85.0% |