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 Filed as: PRINCIPAL FINANCIAL GROUP Service code 13 · EIN 42-0127290 | Contract Administrator | $22,763 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ VALUATION Service code 34 · EIN 34-1851246 | Valuation (appraisals, etc.) | $12,129 |
BENNETT THRASHER LLP1+ years Filed as: BENNETT THRASHER Service code 10 · EIN 58-1673613 | Accounting | $9,000 |
HAZARD & SIEGEL INC1+ years Filed as: HAZARD & SIEGEL, INC. Service code 49 · EIN 16-0954584 | Other Services | $3,144 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | 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.
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 | $111,934 | $72,770+53.8% | $67,652+65.5% | $55,191+102.8% |
| Participation rate | 62.4% | 78.8%-16.4pp | 75.7%-13.2pp | 69.2%-6.7pp |
| Annual return | 3.96% | -3.26%+7.2pp | 6625.40%-6621.4pp | 10.78%-6.8pp |
| Employer contribution / active EE | $2,836 | $1,769+60.3% | $2,266+25.2% | $1,899+49.4% |
| Participant deferral / active EE | $0 | $3,408-100.0% | $3,560-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $79-100.0% | $4,821-100.0% | $91-100.0% |