Filed December 8, 2015
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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,163 |
BAIRD INSURANCE SERVICES INC7+ years Service code 49 · EIN 39-1236032 | Other Services | $27,396 |
BAIRD FUNDS1 year Filed as: ROBERT W BAIRD & CO INC Service code 49 · EIN 39-6037917 | Other Services | $5,130 |
WILSHIRE ASSOCIATES INCORPORATED7+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,885 | $78,275+25.1% | $109,188-10.4% | $86,821+12.7% |
| Participation rate | 42.0% | 73.8%-31.8pp | 75.9%-33.8pp | 72.3%-30.3pp |
| Annual return | 14.46% | 19.14%-4.7pp | 25.76%-11.3pp | 97.94%-83.5pp |
| Employer contribution / active EE | $79 | $3,105-97.5% | $3,723-97.9% | $2,406-96.7% |
| Participant deferral / active EE | $1,826 | $3,641-49.8% | $4,654-60.8% | $4,132-55.8% |
| Admin fee / account holder | $310 | $198+56.3% | $6,755-95.4% | $170+83.0% |