Filed September 4, 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.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $99,202 |
UBS FINANCIAL SERVICES INC10+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $57,087 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $270,376 | $89,123+203.4% | $102,460+163.9% | $77,762+247.7% |
| Participation rate | 90.8% | 80.9%+9.9pp | 76.5%+14.3pp | 70.6%+20.2pp |
| Annual return | 192.30% | 25.05%+167.3pp | 29.47%+162.8pp | 31.27%+161.0pp |
| Employer contribution / active EE | $2,482 | $2,700-8.1% | $3,025-17.9% | $2,728-9.0% |
| Participant deferral / active EE | $8,593 | $5,148+66.9% | $5,056+70.0% | $4,651+84.8% |
| Admin fee / account holder | $298 | $236+26.3% | $9,460-96.9% | $433-31.2% |