Filed February 7, 2020
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $134,090 |
MORGAN STANLEY SMITH BARNEY2 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) | $45,003 |
ACTUARIAL BENEFITS CORP3 years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 49 · EIN 20-1054428 2790 SKYPARD DRIVE, SUITE 300 · TORRANCE, CA 90505 | Other Services | $21,320 |
WRIGHT FORD YOUNG & CO2 years Filed as: WRIGHT FORD YOUNG & CO. Service code 10 | Accounting | $9,000 |
WRIGHT FORD YOUNG & CO2 years Filed as: WRIGHT FORD YOUNG Service code 10 · EIN 95-3288054 16140 SAND CANYON AVENUE · IRVINE, CA 92618 | Accounting | $0 |
Participant contribution per participant 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 | $72,232 | $96,403-25.1% | $93,621-22.8% | $77,775-7.1% |
| Participation rate | 70.1% | 87.6%-17.6pp | 75.8%-5.8pp | 73.2%-3.2pp |
| Annual return | 45.29% | 39.36%+5.9pp | 32.76%+12.5pp | 32.58%+12.7pp |
| Employer contribution / active EE | $1,416 | $3,616-60.8% | $2,719-47.9% | $2,504-43.5% |
| Participant deferral / active EE | $2,441 | $5,341-54.3% | $4,070-40.0% | $3,966-38.5% |
| Admin fee / account holder | $95 | $90+6.5% | $7,890-98.8% | $100-4.8% |