Filed June 15, 2015
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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $177,756 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $16,872 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 · EIN 31-1582098 | Other Services | $3,623 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Filed as: WILSHIRE ASSOCIATES INCORPORTED Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,608 | $58,083-4.3% | $80,019-30.5% | $56,287-1.2% |
| Participation rate | 86.2% | 73.6%+12.6pp | 75.8%+10.3pp | 69.9%+16.3pp |
| Annual return | -5.47% | 34.61%-40.1pp | 11.22%-16.7pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,936 | $1,932+0.2% | $2,468-21.5% | $2,111-8.3% |
| Participant deferral / active EE | $4,139 | $3,135+32.0% | $3,686+12.3% | $3,350+23.6% |
| Admin fee / account holder | $149 | $623-76.0% | $6,521-97.7% | $521-71.4% |