Filed December 19, 2019
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $682,396 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY, ADVISORY FEE BILLIN Service code 28 · EIN 26-4310632 | Investment Management | $82,637 |
PKF O'CONNOR DAVIES, LLP1 year Service code 16 · EIN 02-7172894 | Consulting | $25,000 |
BDO USA, LLP4 years Filed as: BDO Service code 16 · EIN 13-5381590 | Consulting | $7,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,642 | $107,415-72.4% | $135,942-78.2% | $80,149-63.0% |
| Participation rate | 96.3% | 78.0%+18.3pp | 81.9%+14.4pp | 72.9%+23.4pp |
| Annual return | 14.16% | 91.99%-77.8pp | 68.28%-54.1pp | 40.39%-26.2pp |
| Employer contribution / active EE | $1,280 | $3,878-67.0% | $4,858-73.7% | $2,977-57.0% |
| Participant deferral / active EE | $4,281 | $8,189-47.7% | $7,759-44.8% | $5,015-14.6% |
| Admin fee / account holder | $104 | $127-18.4% | $10,764-99.0% | $145-28.5% |