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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $208,781 |
Filed as: COMMONWEALTH FINANCIAL Service code 13 · EIN 04-2675571 | Contract Administrator | $64,755 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,508 | $176,471-23.8% | $95,968+40.2% | $90,274+49.0% |
| Participation rate | 93.6% | 86.6%+7.0pp | 77.1%+16.5pp | 73.4%+20.2pp |
| Annual return | 17.61% | 20.15%-2.5pp | 91.65%-74.0pp | 53.97%-36.4pp |
| Employer contribution / active EE | $1,137 | $2,783-59.1% | $2,542-55.3% | $2,523-54.9% |
| Participant deferral / active EE | $7,421 | $5,325+39.4% | $4,167+78.1% | $4,231+75.4% |
| Admin fee / account holder | $192 | $154+24.4% | $6,798-97.2% | $114+68.2% |