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 | $154,223 |
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 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,191 | $82,279-32.9% | $78,002-29.2% | $63,975-13.7% |
| Participation rate | 86.1% | 84.7%+1.4pp | 75.5%+10.6pp | 71.1%+15.0pp |
| Annual return | 5.23% | 11.20%-6.0pp | 425.99%-420.8pp | 48.65%-43.4pp |
| Employer contribution / active EE | $472 | $3,297-85.7% | $2,470-80.9% | $2,182-78.4% |
| Participant deferral / active EE | $2,633 | $4,538-42.0% | $3,497-24.7% | $3,356-21.6% |
| Admin fee / account holder | $0 | $81-100.0% | $5,481-100.0% | $70-100.0% |