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 | $123,333 |
Filed as: COMMONWEALTH FINANCIAL Service code 26 · EIN 04-2675571 | Advisory (Participants) | $11,805 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $551,767 | $144,879+280.8% | $111,319+395.7% | $93,010+493.2% |
| Participation rate | 99.9% | 86.1%+13.7pp | 77.3%+22.5pp | 73.9%+26.0pp |
| Annual return | 28.93% | 18.11%+10.8pp | 54.68%-25.7pp | 158.70%-129.8pp |
| Employer contribution / active EE | $3,143 | $3,052+3.0% | $2,732+15.1% | $2,705+16.2% |
| Participant deferral / active EE | $0 | $5,576-100.0% | $4,488-100.0% | $4,561-100.0% |
| Admin fee / account holder | $68 | $104-34.1% | $7,966-99.1% | $152-55.0% |