Filed October 25, 2019 (most recent of 2 filings on file)
Total covered: 8 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,456 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $21,197 |
Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $21,194 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,340 | $62,928-51.8% | $172,752-82.4% | $67,579-55.1% |
| Participation rate | 77.0% | 64.5%+12.5pp | 82.6%-5.7pp | 71.3%+5.7pp |
| Annual return | 17.34% | 30.36%-13.0pp | 802.97%-785.6pp | 378.56%-361.2pp |
| Employer contribution / active EE | $1,337 | $1,636-18.3% | $5,144-74.0% | $2,148-37.7% |
| Participant deferral / active EE | $2,138 | $2,145-0.3% | $5,198-58.9% | $3,539-39.6% |
| Admin fee / account holder | $79 | $167-52.5% | $13,955-99.4% | $142-44.4% |