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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $544,998 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | 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 | $105,750 | $82,279+28.5% | $78,002+35.6% | $63,975+65.3% |
| Participation rate | 99.1% | 84.7%+14.4pp | 75.5%+23.6pp | 71.1%+28.0pp |
| Annual return | 6.16% | 11.20%-5.0pp | 425.99%-419.8pp | 48.65%-42.5pp |
| Employer contribution / active EE | $4,570 | $3,297+38.6% | $2,470+85.0% | $2,182+109.5% |
| Participant deferral / active EE | $5,817 | $4,538+28.2% | $3,497+66.3% | $3,356+73.3% |
| Admin fee / account holder | $0 | $81-100.0% | $5,481-100.0% | $70-100.0% |