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.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $157,061 |
IBBOTSON ASSOCIATES INC.1+ years Filed as: IBBOTSON ASSOCIATES INC Service code 26 | Advisory (Participants) | $0 |
IBBOTSON ASSOCIATES INC.1+ years Filed as: IBBOTSON ASSOCIATES, INC. Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,403 | $81,321-34.3% | $68,509-22.0% | $59,188-9.8% |
| Participation rate | 85.0% | 83.8%+1.2pp | 74.7%+10.3pp | 69.4%+15.6pp |
| Annual return | 2.16% | 4.65%-2.5pp | 8.27%-6.1pp | 5.51%-3.3pp |
| Employer contribution / active EE | $394 | $3,297-88.0% | $2,278-82.7% | $2,098-81.2% |
| Participant deferral / active EE | $2,605 | $4,592-43.3% | $3,382-23.0% | $3,265-20.2% |
| Admin fee / account holder | $0 | $62-100.0% | $5,275-100.0% | $92-100.0% |