Filed January 6, 2020
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $120,888 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $57,492 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,999 | $129,227-51.2% | $184,256-65.8% | $77,762-19.0% |
| Participation rate | 97.3% | 87.4%+9.9pp | 86.8%+10.4pp | 70.6%+26.7pp |
| Annual return | 9.02% | 33.24%-24.2pp | 28.85%-19.8pp | 31.27%-22.2pp |
| Employer contribution / active EE | $2,532 | $4,412-42.6% | $6,427-60.6% | $2,728-7.2% |
| Participant deferral / active EE | $3,911 | $7,307-46.5% | $9,133-57.2% | $4,651-15.9% |
| Admin fee / account holder | $288 | $256+12.6% | $13,899-97.9% | $433-33.5% |