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 year Filed as: THE KRAEMATON GROUP INC Service code 27 · EIN 04-3220750 | Advisory (Plan) | $141,175 |
DONEGAL SECURITIES INC1 year Filed as: DONEGAL SECURITIES, INC Service code 49 · EIN 73-1669403 | Other Services | $38,300 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,116 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $87,609 | $80,211+9.2% | $74,184+18.1% | $63,975+36.9% |
| Participation rate | 95.2% | 84.2%+11.1pp | 76.6%+18.6pp | 71.1%+24.1pp |
| Annual return | 9.54% | 14.13%-4.6pp | 17.74%-8.2pp | 48.65%-39.1pp |
| Employer contribution / active EE | $951 | $2,553-62.8% | $2,370-59.9% | $2,182-56.4% |
| Participant deferral / active EE | $5,990 | $4,370+37.1% | $3,550+68.7% | $3,356+78.5% |
| Admin fee / account holder | $126 | $67+86.8% | $5,586-97.8% | $70+78.2% |