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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,835 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 1550 MARKET ST SUITE 600 · DENVER, CO 80202 | Advisory (Plan) | $52,622 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $49,792 |
MORNINGSTAR6+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC 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 | $28,748 | $46,332-38.0% | $143,799-80.0% | $64,819-55.6% |
| Participation rate | 92.7% | 64.2%+28.5pp | 80.3%+12.4pp | 71.5%+21.2pp |
| Annual return | -13.71% | -10.05%-3.7pp | -0.04%-13.7pp | 32.84%-46.6pp |
| Employer contribution / active EE | $1,632 | $1,911-14.6% | $4,952-67.0% | $2,507-34.9% |
| Participant deferral / active EE | $3,222 | $2,647+21.7% | $5,638-42.9% | $4,311-25.3% |
| Admin fee / account holder | $172 | $154+11.7% | $14,677-98.8% | $188-8.5% |