Filed January 13, 2016
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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $102,343 |
PEARCE BEVILL LEESBURG MOORE PC2+ years Filed as: PEARCE, BEVILL, LEESBURG, MOORE, PC Service code 13 · EIN 63-0813240 | Contract Administrator | $21,681 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,607 | $37,044-74.1% | $71,796-86.6% | $57,658-83.3% |
| Participation rate | 90.7% | 61.1%+29.6pp | 69.1%+21.6pp | 70.2%+20.4pp |
| Annual return | 8.60% | 12.64%-4.0pp | 78.04%-69.4pp | 5.13%+3.5pp |
| Employer contribution / active EE | $1,400 | $720+94.4% | $1,924-27.2% | $1,974-29.1% |
| Participant deferral / active EE | $1,965 | $1,974-0.5% | $2,794-29.7% | $3,061-35.8% |
| Admin fee / account holder | $92 | $101-9.0% | $4,815-98.1% | $95-2.9% |