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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $498,319 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $112,370 | $134,045-16.2% | $80,022+40.4% | $75,289+49.3% |
| Participation rate | 99.4% | 85.8%+13.7pp | 75.8%+23.6pp | 72.4%+27.0pp |
| Annual return | -4.72% | -0.56%-4.2pp | 11.22%-15.9pp | -0.04%-4.7pp |
| Employer contribution / active EE | $4,047 | $3,492+15.9% | $2,468+64.0% | $2,405+68.3% |
| Participant deferral / active EE | $6,204 | $4,976+24.7% | $3,686+68.3% | $3,739+66.0% |
| Admin fee / account holder | $0 | $124-100.0% | $6,521-100.0% | $102-100.0% |