Filed February 7, 2020
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $348,337 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 26-4310632 1 NEW YORK PLAZA, FLOOR 12 · NEW YORK, NY 100041901 | Advisory (Plan) | $70,000 |
ACTUARIAL BENEFITS CORP8 years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 13 · EIN 20-1054428 2790 SKYPARD DRIVE, SUITE 300 · TORRANCE, CA 90505 | Contract Administrator | $45,351 |
WRIGHT FORD YOUNG & CO7 years Filed as: WRIGHT FORD YOUNG & CO. Service code 10 | Accounting | $15,750 |
WRIGHT FORD YOUNG & CO7 years Filed as: WRIGHT FORD YOUNG Service code 10 · EIN 95-3288054 16140 SAND CANYON AVENUE · IRVINE, CA 92618 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $80,147 | $112,582-28.8% | $105,624-24.1% | $200,096-59.9% |
| Participation rate | 63.9% | 86.3%-22.3pp | 75.3%-11.4pp | 72.0%-8.1pp |
| Annual return | 9.12% | 15.58%-6.5pp | 116.20%-107.1pp | 34.26%-25.1pp |
| Employer contribution / active EE | $2,239 | $4,580-51.1% | $3,168-29.3% | $3,038-26.3% |
| Participant deferral / active EE | $3,825 | $6,655-42.5% | $5,013-23.7% | $5,090-24.8% |
| Admin fee / account holder | $230 | $107+115.3% | $10,961-97.9% | $269-14.5% |