Filed January 3, 2009
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 111 WEST STATE STREET · MASON CITY, IA 504022000 | Contract Administrator | $177,751 |
GLOBAL RETIREMENT PARTNERS LLC10+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 34700 COAST HIGHWAY · CAPISTRANO BEACH, CA 92624 | Advisory (Plan) | $71,162 |
ACTUARIAL BENEFITS CORP10+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 13 · EIN 20-1054428 2790 SKYPARK DRIVE, SUITE 300 · TORRANCE, CA 90505 | Contract Administrator | $41,872 |
TIAA2 years Filed as: TIAA-TEACHERS INS&ANN ASSOC OF AMER Service code 27 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Advisory (Plan) | $0 |
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 | $109,840 | $106,230+3.4% | $147,080-25.3% | $77,736+41.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 13.38% | 56.91%-43.5pp | 420.17%-406.8pp | 31.26%-17.9pp |
| Employer contribution / active EE | $9,592 | $4,072+135.5% | $4,933+94.4% | $2,728+251.6% |
| Participant deferral / active EE | $5,416 | $8,001-32.3% | $8,066-32.9% | $4,651+16.5% |
| Admin fee / account holder | $211 | $338-37.7% | $12,989-98.4% | $433-51.3% |