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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $115,860 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $91,208 | $75,284+21.2% | $91,004+0.2% | $69,634+31.0% |
| Participation rate | 79.2% | 80.4%-1.2pp | 75.6%+3.6pp | 70.7%+8.5pp |
| Annual return | 12.77% | 48.40%-35.6pp | 4.60%+8.2pp | 27572.26%-27559.5pp |
| Employer contribution / active EE | $525 | $2,473-78.8% | $2,456-78.6% | $2,032-74.2% |
| Participant deferral / active EE | $2,581 | $3,700-30.2% | $3,548-27.2% | $3,224-19.9% |
| Admin fee / account holder | $0 | $111-100.0% | $5,417-100.0% | $110-100.0% |