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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $71,650 |
UBS FINANCIAL SERVICES INC7+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $34,946 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,956 | $84,940+56.5% | $111,319+19.4% | $79,395+67.5% |
| Participation rate | 87.0% | 75.9%+11.1pp | 77.3%+9.6pp | 70.7%+16.2pp |
| Annual return | 27.92% | 17.45%+10.5pp | 54.68%-26.8pp | 116.90%-89.0pp |
| Employer contribution / active EE | $2,717 | $1,979+37.2% | $2,732-0.5% | $2,428+11.9% |
| Participant deferral / active EE | $3,332 | $3,889-14.3% | $4,488-25.8% | $4,046-17.7% |
| Admin fee / account holder | $310 | $537-42.3% | $7,966-96.1% | $626-50.5% |