Filed May 23, 2018
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $226,712 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $35,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,234 | $53,204-30.0% | $155,556-76.1% | $200,096-81.4% |
| Participation rate | 95.0% | 64.1%+30.9pp | 78.2%+16.8pp | 72.0%+23.0pp |
| Annual return | 11.57% | 41.02%-29.4pp | 64.84%-53.3pp | 34.26%-22.7pp |
| Employer contribution / active EE | $2,285 | $1,850+23.5% | $4,675-51.1% | $3,038-24.8% |
| Participant deferral / active EE | $2,604 | $3,163-17.7% | $5,631-53.7% | $5,090-48.8% |
| Admin fee / account holder | $117 | $186-36.8% | $15,885-99.3% | $269-56.4% |