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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,967 |
UBS FINANCIAL SERVICES INC1+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $33,324 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $78,386 | $54,320+44.3% | $67,652+15.9% | $52,331+49.8% |
| Participation rate | 87.5% | 73.6%+13.9pp | 75.7%+11.8pp | 68.1%+19.4pp |
| Annual return | -0.50% | 6.81%-7.3pp | 6625.40%-6625.9pp | 4.54%-5.0pp |
| Employer contribution / active EE | $1,662 | $1,544+7.7% | $2,266-26.6% | $1,882-11.7% |
| Participant deferral / active EE | $4,769 | $2,950+61.7% | $3,560+34.0% | $3,022+57.8% |
| Admin fee / account holder | $322 | $527-38.8% | $4,821-93.3% | $592-45.5% |