Filed December 10, 2002
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 COMPANY10+ years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 111 WEST STATE STREET · MASON CITY, IA 50404 | Contract Administrator | $98,706 |
HEALEY AND ASSOCIATES, INC9 years Service code 27 · EIN 01-0343875 PO BOX 599 · PORTLAND, ME 041120599 | Advisory (Plan) | $55,777 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA Service code 60 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Sub-TA Fees | $0 |
WILSHIRE ASSOCIATES INCORPORATED10+ years Filed as: WILSHIRE ASSOCIATES INCO Service code 27 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,719 | $50,919-27.9% | $155,556-76.4% | $77,762-52.8% |
| Participation rate | 72.5% | 63.1%+9.4pp | 78.2%-5.7pp | 70.6%+1.9pp |
| Annual return | 16.55% | 34.84%-18.3pp | 64.84%-48.3pp | 31.27%-14.7pp |
| Employer contribution / active EE | $1,324 | $1,991-33.5% | $4,675-71.7% | $2,728-51.5% |
| Participant deferral / active EE | $1,531 | $2,824-45.8% | $5,631-72.8% | $4,651-67.1% |
| Admin fee / account holder | $285 | $437-34.7% | $15,885-98.2% | $433-34.1% |