Filed January 24, 2010
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.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,329 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $13,422 |
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 13 · EIN 11-3271022 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Contract Administrator | $7,540 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,304 | $50,919-60.1% | $155,556-86.9% | $77,762-73.9% |
| Participation rate | 75.8% | 63.1%+12.7pp | 78.2%-2.5pp | 70.6%+5.2pp |
| Annual return | 9.50% | 34.84%-25.3pp | 64.84%-55.3pp | 31.27%-21.8pp |
| Employer contribution / active EE | $511 | $1,991-74.3% | $4,675-89.1% | $2,728-81.3% |
| Participant deferral / active EE | $1,266 | $2,824-55.2% | $5,631-77.5% | $4,651-72.8% |
| Admin fee / account holder | $54 | $437-87.6% | $15,885-99.7% | $433-87.5% |