Filed January 6, 2020
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $110,643 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $49,820 |
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 | $55,954 | $111,491-49.8% | $189,545-70.5% | $86,821-35.6% |
| Participation rate | 99.4% | 87.3%+12.1pp | 87.8%+11.6pp | 72.3%+27.1pp |
| Annual return | 8.98% | 83.50%-74.5pp | 555.36%-546.4pp | 97.94%-89.0pp |
| Employer contribution / active EE | $2,253 | $3,951-43.0% | $6,162-63.4% | $2,406-6.3% |
| Participant deferral / active EE | $3,488 | $6,437-45.8% | $8,220-57.6% | $4,132-15.6% |
| Admin fee / account holder | $280 | $189+48.4% | $12,049-97.7% | $170+65.2% |