Filed January 22, 2012 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INS CO Service code 13 · EIN 42-0127290 | Contract Administrator | $47,690 |
Service code 13 · EIN 11-3271022 | Contract Administrator | $8,820 |
S B H U LIFE AGENCY INC1 year Service code 49 | Other Services | $4,348 |
Service code 27 | Advisory (Plan) | $409 |
Filed as: VOYA RETIRMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $296 |
S B H U LIFE AGENCY INC1 year Filed as: S B H U LIFE AGENCY Service code 49 · EIN 13-2896238 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,710 | $62,928+9.2% | $172,752-60.2% | $67,579+1.7% |
| Participation rate | 10.1% | 64.5%-54.3pp | 82.6%-72.5pp | 71.3%-61.1pp |
| Annual return | 15.26% | 30.36%-15.1pp | 802.97%-787.7pp | 378.56%-363.3pp |
| Employer contribution / active EE | $141 | $1,636-91.4% | $5,144-97.3% | $2,148-93.4% |
| Participant deferral / active EE | $630 | $2,145-70.6% | $5,198-87.9% | $3,539-82.2% |
| Admin fee / account holder | $280 | $167+67.9% | $13,955-98.0% | $142+96.6% |