Filed January 1, 2012
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 | $51,697 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 | Advisory (Plan) | $12,493 |
MARKLEY ACTUARIAL SERVICES, INC.2+ years Filed as: MARKLEY ACTUARIAL SERVICE INC Service code 49 | Other Services | $5,526 |
MARKLEY ACTUARIAL SERVICES, INC.2+ years Service code 49 · EIN 23-2439467 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ASSOCIATES INTERNATIONAL Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,213 | $36,916-12.7% | $156,551-79.4% | $57,658-44.1% |
| Participation rate | 74.1% | 63.4%+10.6pp | 84.0%-10.0pp | 70.2%+3.8pp |
| Annual return | 6.97% | 12.38%-5.4pp | 32.23%-25.3pp | 5.13%+1.8pp |
| Employer contribution / active EE | $1,362 | $1,571-13.3% | $5,501-75.2% | $1,974-31.0% |
| Participant deferral / active EE | $1,867 | $1,926-3.1% | $4,871-61.7% | $3,061-39.0% |
| Admin fee / account holder | $224 | $82+171.3% | $13,028-98.3% | $95+136.7% |