Filed February 7, 2020
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 1 NEW YORK PLAZA, FLOOR 12 · NEW YORK, NY 100041901 | Other Services | $55,288 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,581 |
ACTUARIAL BENEFITS CORP1+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 49 · EIN 20-1054428 2790 SKYPARK DRIVE, SUITE 300 · TORRANCE, CA 90505 | Other Services | $22,035 |
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 | $54,272 | $81,321-33.3% | $68,509-20.8% | $59,188-8.3% |
| Participation rate | 72.4% | 83.8%-11.5pp | 74.7%-2.4pp | 69.4%+2.9pp |
| Annual return | -0.96% | 4.65%-5.6pp | 8.27%-9.2pp | 5.51%-6.5pp |
| Employer contribution / active EE | $1,920 | $3,297-41.8% | $2,278-15.7% | $2,098-8.5% |
| Participant deferral / active EE | $3,217 | $4,592-30.0% | $3,382-4.9% | $3,265-1.5% |
| Admin fee / account holder | $40 | $62-35.1% | $5,275-99.2% | $92-56.6% |