Filed February 7, 2020
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $275,023 |
MORGAN STANLEY SMITH BARNEY5 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 CORP6 years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 13 · EIN 20-1054428 2790 SKYPARD DRIVE, SUITE 300 · TORRANCE, CA 90505 | Contract Administrator | $45,496 |
WRIGHT FORD YOUNG & CO5 years Filed as: WRIGHT FORD YOUNG & CO. Service code 10 | Accounting | $14,250 |
WRIGHT FORD YOUNG & CO5 years Filed as: WRIGHT FORD YOUNG Service code 10 · EIN 95-3288054 16140 SAND CANYON AVENUE · IRVINE, CA 92618 | Accounting | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,164 | $136,266-52.9% | $90,760-29.3% | $77,906-17.6% |
| Participation rate | 73.0% | 86.6%-13.7pp | 75.7%-2.7pp | 73.7%-0.7pp |
| Annual return | -12.68% | -11.32%-1.4pp | -12.16%-0.5pp | 12.16%-24.8pp |
| Employer contribution / active EE | $2,370 | $4,215-43.8% | $2,922-18.9% | $2,846-16.7% |
| Participant deferral / active EE | $4,053 | $6,353-36.2% | $4,565-11.2% | $4,805-15.6% |
| Admin fee / account holder | $179 | $399-55.1% | $8,444-97.9% | $133+35.1% |