Filed January 6, 2020
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $96,481 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $43,194 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,674 | $111,608-54.6% | $177,848-71.5% | $73,412-31.0% |
| Participation rate | 98.8% | 87.9%+11.0pp | 87.7%+11.1pp | 72.2%+26.6pp |
| Annual return | 13.75% | 18.23%-4.5pp | 48.33%-34.6pp | 59.30%-45.5pp |
| Employer contribution / active EE | $2,238 | $3,796-41.0% | $5,919-62.2% | $2,234+0.2% |
| Participant deferral / active EE | $3,230 | $6,199-47.9% | $7,714-58.1% | $3,806-15.1% |
| Admin fee / account holder | $255 | $166+54.2% | $12,431-97.9% | $158+61.7% |