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 COMPANY3+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 13 · EIN 42-0127290 | Contract Administrator | $25,510 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ VALUATION Service code 34 · EIN 34-1851246 | Valuation (appraisals, etc.) | $9,915 |
BENNETT THRASHER LLP3+ years Filed as: BENNETT THRASHER Service code 10 · EIN 58-1673613 | Accounting | $9,000 |
HAZARD & SIEGEL INC3+ years Filed as: HAZARD & SIEGEL, INC. Service code 49 · EIN 16-0954584 | Other Services | $3,805 |
Service code 49 | Other Services | $1,742 |
Filed as: HAZARD & SIEGEL AGENCY, LLC Service code 49 · EIN 20-0044877 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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.
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 | $128,159 | $69,305+84.9% | $82,312+55.7% | $69,631+84.1% |
| Participation rate | 56.8% | 80.3%-23.4pp | 76.9%-20.1pp | 70.7%-13.9pp |
| Annual return | 7.16% | 21.47%-14.3pp | 25.88%-18.7pp | 27571.02%-27563.9pp |
| Employer contribution / active EE | $3,246 | $1,887+72.1% | $2,428+33.7% | $2,032+59.8% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $84 | $97-13.8% | $5,608-98.5% | $110-24.2% |