Filed August 27, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $86,573 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 26-4310632 | Advisory (Plan) | $44,117 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,632 | $129,021-45.3% | $184,203-61.7% | $77,643-9.0% |
| Participation rate | 97.3% | 87.3%+10.0pp | 86.8%+10.5pp | 70.6%+26.7pp |
| Annual return | 10.11% | 33.27%-23.2pp | 28.81%-18.7pp | 31.24%-21.1pp |
| Employer contribution / active EE | $1,812 | $4,413-58.9% | $6,427-71.8% | $2,726-33.5% |
| Participant deferral / active EE | $5,536 | $7,297-24.1% | $9,131-39.4% | $4,647+19.1% |
| Admin fee / account holder | $269 | $254+5.8% | $13,901-98.1% | $430-37.6% |