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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,632 |
MORNINGSTAR8 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 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,309 | $104,631-41.4% | $98,462-37.7% | $80,187-23.5% |
| Participation rate | 90.8% | 87.5%+3.3pp | 75.2%+15.7pp | 72.9%+17.9pp |
| Annual return | 14.21% | 34.72%-20.5pp | 21.20%-7.0pp | 40.40%-26.2pp |
| Employer contribution / active EE | $1,010 | $4,517-77.6% | $3,049-66.9% | $2,980-66.1% |
| Participant deferral / active EE | $3,166 | $6,545-51.6% | $4,738-33.2% | $5,016-36.9% |
| Admin fee / account holder | $17 | $105-84.2% | $8,875-99.8% | $145-88.6% |