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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $44,130 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,439 |
TAX SHELTERED COMPENSATION, INC.1+ years Filed as: TAX SHELTERED COMPENSATION INC Service code 49 · EIN 41-0955056 | Other Services | $7,798 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,780 | $45,109+37.0% | $85,187-27.5% | $77,736-20.5% |
| Participation rate | 86.5% | 48.7%+37.9pp | 67.5%+19.0pp | 70.6%+16.0pp |
| Annual return | 15.15% | 79.55%-64.4pp | 66.67%-51.5pp | 31.26%-16.1pp |
| Employer contribution / active EE | $2,649 | $1,602+65.4% | $2,732-3.1% | $2,728-2.9% |
| Participant deferral / active EE | $5,110 | $2,814+81.6% | $4,525+12.9% | $4,651+9.9% |
| Admin fee / account holder | $61 | $915-93.3% | $6,162-99.0% | $433-85.8% |