Filed October 21, 2008
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 |
|---|---|---|
THE RETIREMENT ADVANTAGE INC1+ years Service code 13 · EIN 39-1816008 | Contract Administrator | $15,736 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $12,931 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 22 · EIN 95-2755361 | Insurance Broker | $0 |
Employer contribution per participant 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 | $21,017 | $27,330-23.1% | $67,704-69.0% | $55,191-61.9% |
| Participation rate | 94.1% | 47.5%+46.6pp | 67.5%+26.6pp | 69.2%+25.0pp |
| Annual return | -1.26% | 8.81%-10.1pp | 25.41%-26.7pp | 10.78%-12.0pp |
| Employer contribution / active EE | $2 | $855-99.8% | $2,559-99.9% | $1,899-99.9% |
| Participant deferral / active EE | $4,133 | $1,709+141.9% | $3,585+15.3% | $3,046+35.7% |
| Admin fee / account holder | $40 | $109-63.2% | $4,255-99.1% | $91-55.7% |