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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $225,195 |
MORNINGSTAR6 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant 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 | $74,712 | $114,195-34.6% | $106,554-29.9% | $93,010-19.7% |
| Participation rate | 89.8% | 86.4%+3.4pp | 76.1%+13.7pp | 73.9%+15.9pp |
| Annual return | 16.73% | 22.18%-5.4pp | 26.80%-10.1pp | 158.70%-142.0pp |
| Employer contribution / active EE | $898 | $4,009-77.6% | $2,819-68.1% | $2,705-66.8% |
| Participant deferral / active EE | $3,531 | $5,908-40.2% | $4,398-19.7% | $4,561-22.6% |
| Admin fee / account holder | $141 | $105+34.3% | $7,408-98.1% | $152-7.2% |