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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,211 |
UBS FINANCIAL SERVICES INC4+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $41,828 |
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 | $87,694 | $59,191+48.2% | $76,768+14.2% | $56,289+55.8% |
| Participation rate | 92.6% | 75.2%+17.3pp | 77.0%+15.6pp | 69.9%+22.7pp |
| Annual return | 0.97% | 6.62%-5.7pp | 2.43%-1.5pp | -9.96%+10.9pp |
| Employer contribution / active EE | $2,257 | $1,759+28.3% | $2,485-9.2% | $2,111+6.9% |
| Participant deferral / active EE | $6,179 | $3,255+89.8% | $3,852+60.4% | $3,350+84.5% |
| Admin fee / account holder | $268 | $489-45.2% | $6,676-96.0% | $521-48.5% |