Filed January 6, 2020
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $104,305 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $49,507 |
Participant contribution per participant 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 | $51,092 | $86,897-41.2% | $151,645-66.3% | $64,824-21.2% |
| Participation rate | 98.6% | 87.3%+11.3pp | 87.5%+11.1pp | 71.5%+27.1pp |
| Annual return | -13.00% | -3.57%-9.4pp | 3.34%-16.3pp | 32.84%-45.8pp |
| Employer contribution / active EE | $2,354 | $4,010-41.3% | $6,165-61.8% | $2,507-6.1% |
| Participant deferral / active EE | $3,614 | $6,690-46.0% | $8,363-56.8% | $4,311-16.2% |
| Admin fee / account holder | $261 | $153+70.5% | $11,614-97.8% | $188+38.8% |