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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $282,296 |
Filed as: COMMONWEALTH FINANCIAL Service code 26 · EIN 04-2675571 | Advisory (Participants) | $83,501 |
WILSHIRE ASSOCIATES INCORPORATED7+ 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,938 | $144,879-1.3% | $111,319+28.4% | $93,010+53.7% |
| Participation rate | 96.5% | 86.1%+10.3pp | 77.3%+19.1pp | 73.9%+22.6pp |
| Annual return | 42.65% | 18.11%+24.5pp | 54.68%-12.0pp | 158.70%-116.1pp |
| Employer contribution / active EE | $1,217 | $3,052-60.1% | $2,732-55.4% | $2,705-55.0% |
| Participant deferral / active EE | $8,055 | $5,576+44.5% | $4,488+79.5% | $4,561+76.6% |
| Admin fee / account holder | $192 | $104+85.8% | $7,966-97.6% | $152+26.8% |