Filed May 12, 2022
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $67,485 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $13,228 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $13,225 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,994 | $66,601-46.0% | $92,909-61.3% | $67,579-46.7% |
| Participation rate | 51.8% | 72.5%-20.7pp | 76.0%-24.2pp | 71.3%-19.4pp |
| Annual return | 19.58% | 92.58%-73.0pp | 109.44%-89.9pp | 378.56%-359.0pp |
| Employer contribution / active EE | $1,907 | $2,775-31.3% | $3,653-47.8% | $2,148-11.2% |
| Participant deferral / active EE | $1,347 | $3,157-57.3% | $4,238-68.2% | $3,539-62.0% |
| Admin fee / account holder | $205 | $199+3.1% | $5,795-96.5% | $142+44.2% |