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.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $67,669 |
THE KRAEMATON GROUP, INC3+ years Service code 16 · EIN 04-3220750 | Consulting | $50,271 |
DONEGAL SECURITIES INC2 years Filed as: DONEGAL SECURITIES, INC Service code 49 · EIN 73-1669403 | Other Services | $17,883 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $356,798 | $88,730+302.1% | $82,313+333.5% | $77,958+357.7% |
| Participation rate | 99.6% | 84.5%+15.1pp | 76.9%+22.7pp | 71.6%+28.0pp |
| Annual return | 35.99% | 20.88%+15.1pp | 25.88%+10.1pp | 20.87%+15.1pp |
| Employer contribution / active EE | $6,338 | $2,758+129.8% | $2,428+161.0% | $2,310+174.3% |
| Participant deferral / active EE | $0 | $4,634-100.0% | $3,706-100.0% | $3,537-100.0% |
| Admin fee / account holder | $30 | $74-58.9% | $5,608-99.5% | $97-68.8% |