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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,878 |
UBS FINANCIAL SERVICES INC6+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $39,158 |
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 | $125,792 | $73,638+70.8% | $95,968+31.1% | $73,501+71.1% |
| Participation rate | 89.7% | 76.2%+13.5pp | 77.1%+12.6pp | 70.7%+19.0pp |
| Annual return | 19.24% | 16.78%+2.5pp | 91.65%-72.4pp | 28.51%-9.3pp |
| Employer contribution / active EE | $1,614 | $1,863-13.4% | $2,542-36.5% | $2,270-28.9% |
| Participant deferral / active EE | $5,937 | $3,617+64.1% | $4,167+42.5% | $3,740+58.7% |
| Admin fee / account holder | $278 | $482-42.3% | $6,798-95.9% | $513-45.8% |