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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $86,364 |
Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 1550 MARKET ST SUITE 600 · DENVER, CO 80202 | Advisory (Plan) | $47,151 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 26-4310844 | Advisory (Plan) | $43,061 |
MORNINGSTAR5+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $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 | $36,363 | $56,511-35.7% | $185,837-80.4% | $86,813-58.1% |
| Participation rate | 91.4% | 65.5%+25.9pp | 81.7%+9.7pp | 72.3%+19.1pp |
| Annual return | 36.21% | 118.12%-81.9pp | 122.08%-85.9pp | 97.93%-61.7pp |
| Employer contribution / active EE | $1,316 | $1,844-28.6% | $5,168-74.5% | $2,406-45.3% |
| Participant deferral / active EE | $2,801 | $2,554+9.7% | $5,568-49.7% | $4,131-32.2% |
| Admin fee / account holder | $148 | $150-1.2% | $16,241-99.1% | $170-12.8% |