Filed March 1, 1995
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 COMPANY2+ years Filed as: PRINCIPALLIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $45,540 |
ORENDA RETIREMENT, LLC2+ years Service code 13 · EIN 36-4877979 | Contract Administrator | $22,124 |
AURORA PRIVATE WEALTH INC2+ years Filed as: AURORA PRIVATE WEALTH, INC. Service code 27 · EIN 47-4814591 | Advisory (Plan) | $18,750 |
Filed as: ALERA INVESTMENT ADVISORY, LLC Service code 27 | Advisory (Plan) | $10,417 |
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,241 | $66,486-54.5% | $81,370-62.8% | $77,762-61.1% |
| Participation rate | 91.2% | 68.7%+22.5pp | 69.5%+21.6pp | 70.6%+20.6pp |
| Annual return | 16.50% | 15.95%+0.5pp | 24.85%-8.4pp | 31.27%-14.8pp |
| Employer contribution / active EE | $1,805 | $2,158-16.3% | $2,464-26.7% | $2,728-33.8% |
| Participant deferral / active EE | $4,228 | $3,677+15.0% | $3,885+8.8% | $4,651-9.1% |
| Admin fee / account holder | $116 | $586-80.2% | $5,749-98.0% | $433-73.2% |