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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $74,326 |
UBS FINANCIAL SERVICES INC9+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $46,575 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,995 | $99,212+9.9% | $96,564+12.9% | $74,478+46.3% |
| Participation rate | 79.0% | 80.7%-1.7pp | 76.0%+3.0pp | 70.7%+8.3pp |
| Annual return | 45.07% | 22.40%+22.7pp | 25.89%+19.2pp | 34.37%+10.7pp |
| Employer contribution / active EE | $2,103 | $2,569-18.1% | $2,967-29.1% | $2,637-20.2% |
| Participant deferral / active EE | $6,452 | $4,938+30.6% | $4,852+33.0% | $4,530+42.4% |
| Admin fee / account holder | $241 | $225+7.3% | $8,256-97.1% | $347-30.5% |