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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $510,465 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $127,568 | $96,403+32.3% | $93,621+36.3% | $77,775+64.0% |
| Participation rate | 99.1% | 87.6%+11.5pp | 75.8%+23.3pp | 73.2%+25.9pp |
| Annual return | 19.73% | 39.36%-19.6pp | 32.76%-13.0pp | 32.58%-12.8pp |
| Employer contribution / active EE | $4,195 | $3,616+16.0% | $2,719+54.3% | $2,504+67.5% |
| Participant deferral / active EE | $6,671 | $5,341+24.9% | $4,070+63.9% | $3,966+68.2% |
| Admin fee / account holder | $0 | $90-100.0% | $7,890-100.0% | $100-100.0% |