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.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $576,723 |
VANTAGE CONSULTING GROUP, INC.2+ years Filed as: VANTAGE CONSULTING GROUP Service code 27 · EIN 54-1333680 | Advisory (Plan) | $302,822 |
Filed as: GRANTHAM MAYO VAN OTTERL Service code 27 · EIN 04-2691242 | Advisory (Plan) | $153,562 |
MATRIX ASSET ADVISOR2+ years Filed as: MATRIX ASSET ADVISORS Service code 27 · EIN 06-9471254 | Advisory (Plan) | $87,274 |
REAMS ASSET MANAGEMENT1 year Filed as: UMB BANK NA Service code 27 · EIN 41-0883341 | Advisory (Plan) | $81,863 |
FINDLEY1 year Filed as: FINDLEY DAVIS Service code 13 · EIN 34-1213174 | Contract Administrator | $53,355 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $52,500 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $40,334 |
MARCUM LLP2+ years Service code 10 · EIN 11-1986323 | Accounting | $25,780 |
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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.
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 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 9.75% | 26.60%-16.8pp | 10.16%-0.4pp | 17.84%-8.1pp |
| Employer contribution / active EE | $8,180 | $7,232+13.1% | $33,192-75.4% | $14,688-44.3% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |