Filed August 27, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $67,384 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 26-4310632 | Advisory (Plan) | $34,251 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,404 | $86,897-38.5% | $151,645-64.8% | $64,824-17.6% |
| Participation rate | 98.2% | 87.3%+10.9pp | 87.5%+10.7pp | 71.5%+26.7pp |
| Annual return | -3.70% | -3.57%-0.1pp | 3.34%-7.0pp | 32.84%-36.5pp |
| Employer contribution / active EE | $1,419 | $4,010-64.6% | $6,165-77.0% | $2,507-43.4% |
| Participant deferral / active EE | $4,908 | $6,690-26.6% | $8,363-41.3% | $4,311+13.8% |
| Admin fee / account holder | $195 | $153+27.6% | $11,614-98.3% | $188+3.9% |