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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,432 |
THE KRAEMATON GROUP, INC1+ years Service code 27 · EIN 04-3220750 | Advisory (Plan) | $14,602 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,616 | $71,957+206.6% | $67,652+226.1% | $59,188+272.7% |
| Participation rate | 99.4% | 82.7%+16.7pp | 75.7%+23.7pp | 69.4%+30.0pp |
| Annual return | -12.35% | 8.53%-20.9pp | 6625.40%-6637.7pp | 5.51%-17.9pp |
| Employer contribution / active EE | $10,820 | $2,432+344.9% | $2,266+377.6% | $2,098+415.7% |
| Participant deferral / active EE | $0 | $4,211-100.0% | $3,560-100.0% | $3,265-100.0% |
| Admin fee / account holder | $11 | $64-83.5% | $4,821-99.8% | $92-88.5% |