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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $120,945 |
IBBOTSON ASSOCIATES INC.1+ years Filed as: IBBOTSON ASSOCIATES INC Service code 26 | Advisory (Participants) | $0 |
IBBOTSON ASSOCIATES INC.1+ years Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ 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 | $78,708 | $62,324+26.3% | $68,509+14.9% | $55,191+42.6% |
| Participation rate | 75.8% | 78.9%-3.1pp | 74.7%+1.1pp | 69.2%+6.6pp |
| Annual return | 1.33% | 4.26%-2.9pp | 8.27%-6.9pp | 10.78%-9.5pp |
| Employer contribution / active EE | $397 | $2,223-82.1% | $2,278-82.6% | $1,899-79.1% |
| Participant deferral / active EE | $2,566 | $3,425-25.1% | $3,382-24.1% | $3,046-15.8% |
| Admin fee / account holder | $0 | $91-100.0% | $5,275-100.0% | $91-100.0% |