Filed September 21, 1992
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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $127,173 |
HAZARD & SIEGEL INC1+ years Service code 49 · EIN 16-0954584 | Other Services | $41,610 |
HAZARD & SIEGEL AGENCY LLC1+ years Service code 49 · EIN 20-0044877 | Other Services | $17,098 |
BENNETT THRASHER LLP1+ years Filed as: BENNETT THRASHER Service code 10 · EIN 58-1673613 | Accounting | $9,000 |
CROWN RISK MANAGEMENT LL1+ years Service code 10 · EIN 16-0955800 | Accounting | $8,964 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,874 | $71,957-18.2% | $67,652-13.0% | $59,188-0.5% |
| Participation rate | 89.6% | 82.7%+6.9pp | 75.7%+13.9pp | 69.4%+20.1pp |
| Annual return | -0.15% | 8.53%-8.7pp | 6625.40%-6625.5pp | 5.51%-5.7pp |
| Employer contribution / active EE | $678 | $2,432-72.1% | $2,266-70.1% | $2,098-67.7% |
| Participant deferral / active EE | $2,599 | $4,211-38.3% | $3,560-27.0% | $3,265-20.4% |
| Admin fee / account holder | $111 | $64+72.8% | $4,821-97.7% | $92+20.2% |