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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $52,665 |
UBS FINANCIAL SERVICES INC3+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $35,649 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $106,144 | $64,909+63.5% | $82,312+29.0% | $62,293+70.4% |
| Participation rate | 92.6% | 74.9%+17.7pp | 76.9%+15.7pp | 69.5%+23.1pp |
| Annual return | 21.66% | 21.18%+0.5pp | 25.88%-4.2pp | 28.90%-7.2pp |
| Employer contribution / active EE | $1,940 | $1,676+15.8% | $2,428-20.1% | $2,042-5.0% |
| Participant deferral / active EE | $5,759 | $3,103+85.6% | $3,706+55.4% | $3,169+81.7% |
| Admin fee / account holder | $263 | $440-40.1% | $5,608-95.3% | $479-45.1% |