Filed December 3, 2013 (most recent of 2 filings on file)
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $87,809 |
Filed as: THE ANGELL PENSION GROUP INC Service code 49 | Other Services | $24,891 |
Filed as: GALLAGHER FIDUCIARY Service code 27 · EIN 36-4291971 | Advisory (Plan) | $22,500 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $14,800 |
Filed as: FIDELITY INVEST INSTIT OPER CO LLC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $6,073 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 | Advisory (Participants) | $0 |
Service code 49 · EIN 04-2530412 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,714 | $50,919+34.9% | $155,556-55.8% | $77,762-11.6% |
| Participation rate | 88.1% | 63.1%+25.0pp | 78.2%+9.9pp | 70.6%+17.5pp |
| Annual return | 16.85% | 34.84%-18.0pp | 64.84%-48.0pp | 31.27%-14.4pp |
| Employer contribution / active EE | $3,118 | $1,991+56.6% | $4,675-33.3% | $2,728+14.3% |
| Participant deferral / active EE | $4,825 | $2,824+70.8% | $5,631-14.3% | $4,651+3.7% |
| Admin fee / account holder | $103 | $437-76.3% | $15,885-99.3% | $433-76.1% |