Filed December 20, 2017
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $123,375 |
S B H U LIFE AGENCY INC4+ years Service code 49 · EIN 13-2896238 | Other Services | $12,359 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $8,239 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,721 | $66,601-47.9% | $92,903-62.6% | $67,579-48.6% |
| Participation rate | 74.5% | 72.5%+2.0pp | 76.0%-1.5pp | 71.3%+3.2pp |
| Annual return | 5.93% | 92.58%-86.6pp | 109.43%-103.5pp | 378.56%-372.6pp |
| Employer contribution / active EE | $2,163 | $2,775-22.1% | $3,653-40.8% | $2,148+0.7% |
| Participant deferral / active EE | $2,087 | $3,157-33.9% | $4,238-50.8% | $3,539-41.0% |
| Admin fee / account holder | $155 | $199-22.0% | $5,795-97.3% | $142+9.1% |