Filed January 17, 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.
| Provider | Service type | Compensation |
|---|---|---|
THE KRAEMATON GROUP, INC1+ years Service code 27 · EIN 04-3220750 | Advisory (Plan) | $138,861 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,274 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $77,557 | $71,957+7.8% | $67,652+14.6% | $59,188+31.0% |
| Participation rate | 94.5% | 82.7%+11.8pp | 75.7%+18.8pp | 69.4%+25.1pp |
| Annual return | 1.12% | 8.53%-7.4pp | 6625.40%-6624.3pp | 5.51%-4.4pp |
| Employer contribution / active EE | $915 | $2,432-62.4% | $2,266-59.6% | $2,098-56.4% |
| Participant deferral / active EE | $5,629 | $4,211+33.7% | $3,560+58.1% | $3,265+72.4% |
| Admin fee / account holder | $127 | $64+98.6% | $4,821-97.4% | $92+38.2% |