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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,365 |
UBS FINANCIAL SERVICES INC5+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $36,351 |
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 | $111,599 | $65,378+70.7% | $87,102+28.1% | $65,188+71.2% |
| Participation rate | 85.9% | 75.3%+10.6pp | 76.9%+9.1pp | 70.2%+15.7pp |
| Annual return | 25.60% | 31.28%-5.7pp | 28.19%-2.6pp | 29.38%-3.8pp |
| Employer contribution / active EE | $2,484 | $1,823+36.3% | $2,521-1.5% | $2,177+14.1% |
| Participant deferral / active EE | $5,956 | $3,389+75.8% | $4,048+47.1% | $3,514+69.5% |
| Admin fee / account holder | $258 | $520-50.4% | $7,493-96.6% | $847-69.6% |