Filed December 20, 2017
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,442 |
S B H U LIFE AGENCY INC1+ years Service code 49 · EIN 13-2896238 | Other Services | $11,970 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $7,980 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $37,561 | $57,921-35.2% | $84,753-55.7% | $57,658-34.9% |
| Participation rate | 66.2% | 72.9%-6.7pp | 76.6%-10.4pp | 70.2%-4.0pp |
| Annual return | 2.88% | 10.24%-7.4pp | 22.78%-19.9pp | 5.13%-2.3pp |
| Employer contribution / active EE | $1,610 | $2,598-38.0% | $3,574-54.9% | $1,974-18.4% |
| Participant deferral / active EE | $1,335 | $2,742-51.3% | $3,712-64.0% | $3,061-56.4% |
| Admin fee / account holder | $42 | $130-67.7% | $5,333-99.2% | $95-55.7% |