Filed January 25, 2015 (most recent of 3 filings on file)
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $667,731 |
VANTAGE CONSULTING GROUP, INC.1+ years Filed as: VANTAGE CONSULTING GROUP Service code 27 · EIN 54-1333680 | Advisory (Plan) | $330,796 |
MATRIX ASSET ADVISOR1+ years Filed as: MATRIX ASSET ADVISORS Service code 27 · EIN 13-3569378 | Advisory (Plan) | $105,674 |
REAMS ASSET MANAGEMENT1+ years Filed as: UMB BANK N.A. Service code 27 · EIN 41-0883341 | Advisory (Plan) | $99,309 |
Filed as: GRANTHAM MAYO VAN OTTERL Service code 27 · EIN 04-2691242 | Advisory (Plan) | $83,682 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $58,619 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-6238166 | Advisory (Plan) | $37,500 |
MARCUM LLP1+ years Service code 10 · EIN 11-1986323 | Accounting | $10,300 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 47.84% | 9.41%+38.4pp | 5.00%+42.8pp | 9.19%+38.6pp |
| Employer contribution / active EE | $8,029 | $8,353-3.9% | $35,918-77.6% | $12,608-36.3% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |