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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $194,004 |
MORNINGSTAR7 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC 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 | $58,583 | $136,266-57.0% | $90,767-35.5% | $77,906-24.8% |
| Participation rate | 89.7% | 86.6%+3.1pp | 75.7%+14.0pp | 73.7%+16.0pp |
| Annual return | -15.14% | -11.32%-3.8pp | -12.16%-3.0pp | 12.16%-27.3pp |
| Employer contribution / active EE | $1,031 | $4,215-75.5% | $2,922-64.7% | $2,846-63.8% |
| Participant deferral / active EE | $3,495 | $6,353-45.0% | $4,565-23.4% | $4,805-27.3% |
| Admin fee / account holder | $115 | $399-71.1% | $8,445-98.6% | $133-13.1% |