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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,284 |
HIGHTOWER ADVISORS LLC1 year Filed as: HIGHTOWER ADVISORS, LLC Service code 27 · EIN 36-4500709 | Advisory (Plan) | $16,096 |
INTAC ACTUARIAL SERVICES9+ years Service code 13 · EIN 22-2446239 | Contract Administrator | $7,467 |
INTAC ACTUARIAL SERVICES9+ years Filed as: INTAC ACTUARIAL SERVICES INC Service code 13 | Contract Administrator | $3,195 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVSORS LLC Service code 27 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,545 | $65,582+3.0% | $64,099+5.4% | $71,495-5.5% |
| Participation rate | 76.7% | 73.2%+3.5pp | 72.3%+4.4pp | 67.9%+8.8pp |
| Annual return | 16.13% | 18.96%-2.8pp | 33.70%-17.6pp | 28.85%-12.7pp |
| Employer contribution / active EE | $2,260 | $2,671-15.4% | $2,748-17.8% | $2,589-12.7% |
| Participant deferral / active EE | $3,410 | $3,628-6.0% | $3,881-12.1% | $4,291-20.5% |
| Admin fee / account holder | $266 | $616-56.8% | $3,070-91.3% | $1,588-83.2% |