Filed February 26, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,166 |
MSI FINANCIAL SERVICES INC.2 years Filed as: MSI FINANCIAL SERVICES INC Service code 49 · EIN 13-3175978 | Other Services | $6,031 |
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $5,526 |
Annual investment return 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 | $43,818 | $46,173-5.1% | $170,435-74.3% | $69,631-37.1% |
| Participation rate | 80.5% | 63.9%+16.6pp | 83.6%-3.1pp | 70.7%+9.8pp |
| Annual return | 12.64% | 21.62%-9.0pp | 205.94%-193.3pp | 27571.02%-27558.4pp |
| Employer contribution / active EE | $642 | $1,610-60.1% | $5,432-88.2% | $2,032-68.4% |
| Participant deferral / active EE | $1,333 | $2,080-35.9% | $4,939-73.0% | $3,224-58.7% |
| Admin fee / account holder | $81 | $116-30.4% | $13,881-99.4% | $110-26.9% |