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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $459,493 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 | $143,189 | $105,190+36.1% | $98,920+44.8% | $90,274+58.6% |
| Participation rate | 99.1% | 86.4%+12.7pp | 76.0%+23.0pp | 73.4%+25.7pp |
| Annual return | 15.26% | 18.52%-3.3pp | 196.47%-181.2pp | 53.97%-38.7pp |
| Employer contribution / active EE | $3,291 | $3,831-14.1% | $2,689+22.4% | $2,523+30.4% |
| Participant deferral / active EE | $6,812 | $5,616+21.3% | $4,245+60.5% | $4,231+61.0% |
| Admin fee / account holder | $0 | $97-100.0% | $6,643-100.0% | $114-100.0% |