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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $106,384 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $79,295 | $74,024+7.1% | $78,002+1.7% | $57,661+37.5% |
| Participation rate | 77.1% | 79.7%-2.7pp | 75.5%+1.6pp | 70.2%+6.9pp |
| Annual return | 5.63% | 12.14%-6.5pp | 425.99%-420.4pp | 5.13%+0.5pp |
| Employer contribution / active EE | $481 | $2,365-79.7% | $2,470-80.5% | $1,974-75.6% |
| Participant deferral / active EE | $2,572 | $3,533-27.2% | $3,497-26.4% | $3,061-16.0% |
| Admin fee / account holder | $0 | $93-100.0% | $5,481-100.0% | $95-100.0% |