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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,575 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $23,986 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $23,986 |
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 | $38,152 | $52,293-27.0% | $178,499-78.6% | $73,412-48.0% |
| Participation rate | 73.1% | 65.3%+7.7pp | 81.9%-8.8pp | 72.2%+0.9pp |
| Annual return | 12.41% | 34.75%-22.3pp | 151.10%-138.7pp | 59.30%-46.9pp |
| Employer contribution / active EE | $1,459 | $1,735-15.9% | $5,011-70.9% | $2,234-34.7% |
| Participant deferral / active EE | $2,410 | $2,332+3.3% | $5,202-53.7% | $3,806-36.7% |
| Admin fee / account holder | $73 | $127-42.4% | $13,986-99.5% | $158-53.6% |