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, INC2+ years Service code 16 · EIN 04-3220750 | Consulting | $40,815 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,808 |
DONEGAL SECURITIES INC1 year Filed as: DONEGAL SECURITIES, INC Service code 49 · EIN 73-1669403 | Other Services | $11,700 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,798 | $80,211+223.9% | $74,184+250.2% | $63,975+306.1% |
| Participation rate | 99.6% | 84.2%+15.5pp | 76.6%+23.0pp | 71.1%+28.5pp |
| Annual return | 16.86% | 14.13%+2.7pp | 17.74%-0.9pp | 48.65%-31.8pp |
| Employer contribution / active EE | $8,297 | $2,553+224.9% | $2,370+250.1% | $2,182+280.3% |
| Participant deferral / active EE | $0 | $4,370-100.0% | $3,550-100.0% | $3,356-100.0% |
| Admin fee / account holder | $17 | $67-74.3% | $5,586-99.7% | $70-75.5% |