Filed January 6, 2006
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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,374 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,335 | $46,182-27.8% | $170,435-80.4% | $69,634-52.1% |
| Participation rate | 66.3% | 63.9%+2.4pp | 83.6%-17.3pp | 70.7%-4.4pp |
| Annual return | 16.46% | 21.40%-4.9pp | 205.94%-189.5pp | 27572.26%-27555.8pp |
| Employer contribution / active EE | $321 | $1,610-80.1% | $5,432-94.1% | $2,032-84.2% |
| Participant deferral / active EE | $672 | $2,081-67.7% | $4,939-86.4% | $3,224-79.2% |
| Admin fee / account holder | $101 | $116-12.9% | $13,881-99.3% | $110-8.5% |