Filed December 19, 2019
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $649,836 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY, ADVISORY FEE BILLIN Service code 28 · EIN 26-4310632 | Investment Management | $81,059 |
BDO USA, LLP3 years Filed as: BDO Service code 16 · EIN 13-5381590 | Consulting | $21,900 |
VERSACE USA INC.1 year Service code 49 · EIN 01-3318926 | Other Services | $21,574 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,192 | $95,388-73.6% | $125,381-79.9% | $77,906-67.7% |
| Participation rate | 96.5% | 78.6%+17.9pp | 82.4%+14.1pp | 73.7%+22.8pp |
| Annual return | -11.60% | 116.19%-127.8pp | 572.31%-583.9pp | 12.16%-23.8pp |
| Employer contribution / active EE | $1,173 | $3,666-68.0% | $4,815-75.6% | $2,846-58.8% |
| Participant deferral / active EE | $3,845 | $7,711-50.1% | $7,448-48.4% | $4,805-20.0% |
| Admin fee / account holder | $101 | $119-15.1% | $10,007-99.0% | $133-23.9% |