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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $566,225 |
Filed as: IRIDIAN ASSET MANAGEMENT Service code 27 · EIN 06-1439577 | Advisory (Plan) | $186,245 |
Filed as: KESTREL INVESTMENT MANAG Service code 27 · EIN 94-3173193 | Advisory (Plan) | $134,029 |
MATRIX ASSET ADVISOR2 years Filed as: MATRIX ASSET ADVISORS IN Service code 27 · EIN 06-9471254 | Advisory (Plan) | $133,775 |
Filed as: GRANTHAM MAYO VAN OTTERL Service code 27 · EIN 04-2691242 | Advisory (Plan) | $106,172 |
MARQUETTE ASSOCIATES1 year Filed as: MARQUETTE ASSET MGMT LLC Service code 27 · EIN 41-0883341 | Advisory (Plan) | $99,146 |
FINDLEY1 year Service code 13 · EIN 34-1213174 | Contract Administrator | $51,660 |
MARCUM LLP4+ years Service code 10 · EIN 11-1986323 | Accounting | $18,540 |
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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.
Employer 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 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 7.47% | 34.64%-27.2pp | 20.73%-13.3pp | 21.83%-14.4pp |
| Employer contribution / active EE | $2,581 | $7,654-66.3% | $36,503-92.9% | $12,237-78.9% |
| Participant deferral / active EE | $0 | $693-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |