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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $232,944 |
Filed as: COMMONWEALTH FINANCIAL Service code 13 · EIN 04-2675571 | Contract Administrator | $63,675 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $116,102 | $105,173+10.4% | $87,102+33.3% | $77,775+49.3% |
| Participation rate | 97.0% | 85.8%+11.2pp | 76.9%+20.1pp | 73.2%+23.8pp |
| Annual return | 26.86% | 24.52%+2.3pp | 28.19%-1.3pp | 32.58%-5.7pp |
| Employer contribution / active EE | $1,130 | $2,890-60.9% | $2,521-55.2% | $2,504-54.9% |
| Participant deferral / active EE | $7,210 | $5,048+42.8% | $4,048+78.1% | $3,966+81.8% |
| Admin fee / account holder | $210 | $105+100.4% | $7,493-97.2% | $100+109.4% |