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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,018 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 | Advisory (Plan) | $18,965 |
MARKLEY ACTUARIAL SERVICES, INC.3+ years Filed as: MARKLEY ACTUARIAL SERVICE INC Service code 49 | Other Services | $6,372 |
MARKLEY ACTUARIAL SERVICES, INC.3+ years Service code 49 · EIN 23-2439467 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $33,474 | $46,173-27.5% | $170,435-80.4% | $69,631-51.9% |
| Participation rate | 91.3% | 63.9%+27.4pp | 83.6%+7.7pp | 70.7%+20.6pp |
| Annual return | 13.69% | 21.62%-7.9pp | 205.94%-192.3pp | 27571.02%-27557.3pp |
| Employer contribution / active EE | $1,550 | $1,610-3.7% | $5,432-71.5% | $2,032-23.7% |
| Participant deferral / active EE | $2,186 | $2,080+5.1% | $4,939-55.7% | $3,224-32.2% |
| Admin fee / account holder | $190 | $116+63.8% | $13,881-98.6% | $110+72.0% |