Filed December 19, 2019
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $516,704 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 13 · EIN 26-4310632 | Contract Administrator | $10,808 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $2,660 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,451 | $95,048-79.5% | $141,162-86.2% | $82,204-76.3% |
| Participation rate | 95.3% | 73.7%+21.6pp | 82.5%+12.8pp | 73.4%+21.9pp |
| Annual return | 30.14% | 26.89%+3.2pp | 71.39%-41.3pp | 26.31%+3.8pp |
| Employer contribution / active EE | $506 | $2,921-82.7% | $4,735-89.3% | $2,707-81.3% |
| Participant deferral / active EE | $3,184 | $5,907-46.1% | $6,709-52.5% | $4,246-25.0% |
| Admin fee / account holder | $76 | $78-1.7% | $10,261-99.3% | $76+1.0% |