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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,717 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $10,345 |
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 13 · EIN 11-3271022 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Contract Administrator | $4,604 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,398 | $47,126-61.0% | $149,673-87.7% | $74,419-75.3% |
| Participation rate | 79.4% | 63.4%+16.0pp | 78.8%+0.7pp | 70.7%+8.7pp |
| Annual return | 12.43% | 22.75%-10.3pp | 134.42%-122.0pp | 34.38%-22.0pp |
| Employer contribution / active EE | $1,949 | $1,905+2.3% | $4,818-59.5% | $2,637-26.1% |
| Participant deferral / active EE | $1,230 | $2,728-54.9% | $5,680-78.3% | $4,528-72.8% |
| Admin fee / account holder | $47 | $343-86.3% | $13,210-99.6% | $348-86.5% |