Filed October 24, 2000
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.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $565,915 |
IBBOTSON ASSOCIATES INC.1+ years Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,493 | $81,321+19.9% | $68,509+42.3% | $59,188+64.7% |
| Participation rate | 98.9% | 83.8%+15.1pp | 74.7%+24.2pp | 69.4%+29.5pp |
| Annual return | 1.87% | 4.65%-2.8pp | 8.27%-6.4pp | 5.51%-3.6pp |
| Employer contribution / active EE | $4,557 | $3,297+38.2% | $2,278+100.0% | $2,098+117.2% |
| Participant deferral / active EE | $5,442 | $4,592+18.5% | $3,382+60.9% | $3,265+66.7% |
| Admin fee / account holder | $0 | $62-100.0% | $5,275-100.0% | $92-100.0% |