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.
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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Filed as: PRINCIPAL LIFE INS CO Service code 13 · EIN 42-0127290 | Contract Administrator | $11,411 |
SAGEPOINT FINANCIAL INC1 year Filed as: SAGEPOINT FINANCIAL INC. Service code 49 | Other Services | $1,012 |
Service code 13 · EIN 11-3271022 | Contract Administrator | $805 |
SAGEPOINT FINANCIAL INC4+ years Service code 49 · EIN 20-1741754 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Filed as: WILSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 | Advisory (Plan) | $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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,684 | $51,620-44.4% | $90,324-68.2% | $65,186-56.0% |
| Participation rate | 60.2% | 68.6%-8.5pp | 73.3%-13.1pp | 70.2%-10.0pp |
| Annual return | 6.72% | 24.94%-18.2pp | 78.15%-71.4pp | 29.39%-22.7pp |
| Employer contribution / active EE | $2,295 | $2,235+2.7% | $2,856-19.6% | $2,177+5.5% |
| Participant deferral / active EE | $683 | $2,871-76.2% | $3,885-82.4% | $3,514-80.5% |
| Admin fee / account holder | $57 | $384-85.1% | $5,356-98.9% | $847-93.3% |