Filed September 20, 2010
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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $43,118 |
HIGHTOWER ADVISORS LLC2 years Filed as: HIGHTOWER ADVISORS, LLC Service code 27 · EIN 36-4500709 | Advisory (Plan) | $22,126 |
INTAC ACTUARIAL SERVICES10+ years Service code 13 · EIN 22-2446239 | Contract Administrator | $7,462 |
INTAC ACTUARIAL SERVICES10+ years Filed as: INTAC ACTUARIAL SERVICES INC Service code 13 | Contract Administrator | $3,525 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,236 | $69,708-0.7% | $67,560+2.5% | $74,478-7.0% |
| Participation rate | 86.3% | 71.4%+14.8pp | 72.9%+13.3pp | 67.2%+19.1pp |
| Annual return | 11.40% | -40.67%+52.1pp | 3533.50%-3522.1pp | 1370.56%-1359.2pp |
| Employer contribution / active EE | $2,477 | $2,715-8.8% | $2,737-9.5% | $2,626-5.7% |
| Participant deferral / active EE | $3,987 | $3,637+9.6% | $4,004-0.4% | $4,350-8.3% |
| Admin fee / account holder | $460 | $887-48.1% | $3,994-88.5% | $1,946-76.4% |