Filed December 20, 2017
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,905 |
S B H U LIFE AGENCY INC2+ years Service code 49 · EIN 13-2896238 | Other Services | $12,095 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $8,063 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,262 | $60,545-40.1% | $92,240-60.7% | $69,631-47.9% |
| Participation rate | 62.4% | 72.2%-9.7pp | 76.5%-14.1pp | 70.7%-8.3pp |
| Annual return | 12.79% | 19.71%-6.9pp | 176.29%-163.5pp | 27571.02%-27558.2pp |
| Employer contribution / active EE | $1,413 | $2,633-46.3% | $3,680-61.6% | $2,032-30.4% |
| Participant deferral / active EE | $1,213 | $2,828-57.1% | $3,897-68.9% | $3,224-62.4% |
| Admin fee / account holder | $46 | $145-67.9% | $5,194-99.1% | $110-57.9% |