Filed April 28, 1997 (most recent of 2 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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $747,709 |
O'CONNOR DAVIES, LLP1 year Filed as: O'CONNOR, PAGANO AND GRUPAC Service code 10 · EIN 27-3581804 | Accounting | $26,000 |
GIANT EAGLE INC1 year Service code 49 · EIN 25-0698270 | Other Services | $25,833 |
SAUL EWING1 year Filed as: SAUL EWING ARNSTEIN & LEHR Service code 29 · EIN 23-1416352 | Legal | $17,250 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,869 | $100,179-37.2% | $84,029-25.2% | $89,609-29.8% |
| Participation rate | 59.5% | 54.1%+5.4pp | 69.0%-9.5pp | 69.6%-10.1pp |
| Annual return | 24.68% | 22.50%+2.2pp | 71.32%-46.6pp | 33.65%-9.0pp |
| Employer contribution / active EE | $989 | $816+21.2% | $1,984-50.1% | $2,584-61.7% |
| Participant deferral / active EE | $1,882 | $1,459+29.0% | $3,239-41.9% | $4,222-55.4% |
| Admin fee / account holder | $80 | $72+10.7% | $6,102-98.7% | $72+11.5% |