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 |
|---|---|---|
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,649 | $105,190-35.7% | $98,907-31.6% | $90,288-25.1% |
| Participation rate | 89.6% | 86.4%+3.3pp | 76.0%+13.6pp | 73.4%+16.3pp |
| Annual return | 15.26% | 18.52%-3.3pp | 196.43%-181.2pp | 53.97%-38.7pp |
| Employer contribution / active EE | $700 | $3,831-81.7% | $2,689-74.0% | $2,524-72.3% |
| Participant deferral / active EE | $2,814 | $5,616-49.9% | $4,244-33.7% | $4,232-33.5% |
| Admin fee / account holder | $0 | $97-100.0% | $6,642-100.0% | $114-100.0% |