Filed June 5, 2014
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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $136,187 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $10,535 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ASSOCIATES INCORPORTED Service code 27 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,673 | $56,540-21.0% | $185,849-76.0% | $86,821-48.5% |
| Participation rate | 95.5% | 65.5%+29.9pp | 81.7%+13.7pp | 72.3%+23.2pp |
| Annual return | 11.99% | 118.20%-106.2pp | 122.10%-110.1pp | 97.94%-85.9pp |
| Employer contribution / active EE | $790 | $1,844-57.2% | $5,169-84.7% | $2,406-67.2% |
| Participant deferral / active EE | $2,979 | $2,555+16.6% | $5,569-46.5% | $4,132-27.9% |
| Admin fee / account holder | $198 | $150+32.3% | $16,244-98.8% | $170+16.8% |