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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $163,223 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $60,348 | $90,410-33.3% | $91,004-33.7% | $77,958-22.6% |
| Participation rate | 86.8% | 86.4%+0.3pp | 75.6%+11.1pp | 71.6%+15.1pp |
| Annual return | 9.49% | 21.34%-11.9pp | 4.60%+4.9pp | 20.87%-11.4pp |
| Employer contribution / active EE | $504 | $3,392-85.1% | $2,456-79.5% | $2,310-78.2% |
| Participant deferral / active EE | $2,564 | $4,816-46.8% | $3,548-27.7% | $3,537-27.5% |
| Admin fee / account holder | $0 | $79-100.0% | $5,417-100.0% | $97-100.0% |