Filed June 8, 2009
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 |
|---|---|---|
Service code 16 · EIN 22-3189064 | Consulting | $20,625 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,331 |
LUPIN PHARMCEUTICALS INC1 year Service code 14 · EIN 16-1674598 | Plan Administrator | $10,000 |
SEYFARTH SHAW LLP1 year Filed as: SEYFARTH SHAW Service code 27 · EIN 36-2152202 | Advisory (Plan) | $7,359 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $39,518 | $155,795-74.6% | $136,298-71.0% | $69,631-43.2% |
| Participation rate | 97.4% | 75.2%+22.2pp | 81.9%+15.5pp | 70.7%+26.7pp |
| Annual return | 21.58% | 232464.33%-232442.8pp | 5156.27%-5134.7pp | 27571.02%-27549.4pp |
| Employer contribution / active EE | $2,877 | $2,991-3.8% | $4,696-38.7% | $2,032+41.6% |
| Participant deferral / active EE | $6,043 | $5,394+12.0% | $6,247-3.3% | $3,224+87.4% |
| Admin fee / account holder | $19 | $128-85.6% | $9,244-99.8% | $110-83.2% |