Filed October 28, 2011
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 Filed as: PRINCIPAL LIFE INS CO Service code 13 · EIN 42-0127290 | Contract Administrator | $48,534 |
Service code 13 · EIN 11-3271022 | Contract Administrator | $17,654 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED10+ years 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,051 | $49,796-55.7% | $136,867-83.9% | $69,255-68.2% |
| Participation rate | 98.9% | 62.1%+36.8pp | 74.5%+24.3pp | 69.0%+29.8pp |
| Annual return | 9.42% | 12.45%-3.0pp | 42.97%-33.6pp | 26.73%-17.3pp |
| Employer contribution / active EE | $1,570 | $2,044-23.2% | $3,547-55.7% | $2,645-40.7% |
| Participant deferral / active EE | $1,834 | $2,062-11.1% | $4,924-62.8% | $2,890-36.6% |
| Admin fee / account holder | $146 | $484-69.8% | $10,340-98.6% | $733-80.0% |